The benefits of using a trust

What are the benefits of using a trust? Most of us can look forward to many years of retirement and use pensions as a tax-efficient way of saving for life after work, so it’s important to be aware of what happens to a pension fund on death. Changes to tax rules and the pension freedoms mean a […]

Using a trust to protect your assets

Using a trust to protect your assets In later life, many of us are keen to ensure our home and other assets are not sold to pay for care, should the need arise. A growing number of people are also keen to protect their estate from inheritance tax, probate fees and claims from creditors or ex-spouses. Essentially, they […]

What next for 2019? A new tax year…

As the 31st January tax return filing deadline passes, another one looms! The 5th April signifies the end of another tax year, leaving two months to ensure your 2018/19 tax affairs are in order. Employed? Whilst the tax benefits of sacrificing salary have been restricted since April 2017, individuals can still benefit from income tax […]

Contact
close slider