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Articles and Expert Opinions from the Team
How can Trusts mitigate Inheritance Tax?
Using Trusts to Reduce Inheritance Tax and Preserve Wealth Inheritance Tax (IHT) is a significant concern for individuals looking to pass on their wealth to loved ones. With the current IHT threshold set at £325,000 per individual, any value above this is taxed at...
Maximise your tax efficiency when investing in property
Tax-Efficient Strategies for Property Investors and Landlords Investing in property can be a lucrative way to generate rental income and benefit from long-term capital appreciation. However, to maximise your returns and minimise liabilities, it's essential to...
Business Succession Planning – When do you need to think about it?
Securing Tomorrow: The Imperative of Business Succession Planning In the dynamic landscape of entrepreneurship, where every decision shapes the trajectory of a business, few matters are as vital as succession planning. Yet, despite its significance, it's a topic often...
Navigating Lifetime Gifts: Understanding Their Impact on Inheritance Tax
Inheritance tax can be a daunting subject, but understanding how lifetime gifts play into this equation is crucial for effective estate planning. While gifting assets during one's lifetime can be a generous gesture, it's important to recognise its implications on...
Inheritance Tax for Landlords – What you need to know
Navigating Inheritance Tax for Landlords: What You Need to Know Inheritance tax (IHT) can be a complex and often misunderstood topic, especially for landlords who are looking to pass down their property assets to their loved ones. As a landlord, understanding how...
The Power of Portfolio Diversification: Why It Matters in Investment Strategy
In the realm of investing, the age-old adage "Don't put all your eggs in one basket" rings true. Portfolio diversification stands as a cornerstone principle in investment strategy, offering a shield against market volatility and reducing overall risk. Let's delve into...
Unique challenges faced by family-owned businesses
Family businesses are the backbone of economies worldwide, contributing significantly to employment and GDP. However while they offer a unique blend of tradition, stability, and shared values, they also face distinct challenges that can threaten their longevity and...
Lasting Power of Attorney
A Lasting Power of Attorney (LPA) is a document that outlines your wishes regarding the management of your finances and personal well-being in the case of not being able to make decisions for yourself due to loss of mental or physical capacity, by appointing a trusted...
Partnerships, Offers and Features
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How a Holiday Let Management Company could help you
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Capital Allowances – what are they?
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