Insights

Wealth Planning

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August 28, 2023

Abolishing the pensions lifetime allowance


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Although the lifetime allowance was effectively abolished from April 2023, it has been retained on statute for a year.

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Family Innvestment
June 2, 2023

Using Family Investment Companies to secure future wealth


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If you hold assets in your own name, these assets may be subject to Inheritance Tax (IHT) on death as well as profits earned during your lifetime being charged to income tax at rates of up to 45% if you are an additional rate tax payer. A family investment company (FIC) could be used for tax efficient investment purposes.

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childcare support
May 15, 2023

Childcare support extended to children over nine months


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The government is extending the provision of 30 hours of free childcare for 38 weeks to now include all pre-school children over the age of nine months.

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Exit Strategy
March 10, 2023

Exit Strategies: a Business Owner’s guide to exit strategy options


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A business exit strategy is a strategic plan that business owners use to leave or sell the business. Understanding the types of exit strategies available and the most suitable one for you is a crucial part of succession planning.

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November 18, 2022

Autumn Statement 2022


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The Chancellor, Jeremy Hunt, was faced with a challenging economic backdrop to his first major set piece, grappling with a combination of over 11% inflation, an official recession and the

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