Clearing your financial “To Do” list during lockdown

Clearing your financial “To Do” list during lockdown

Richard Coombs, Tax Partner at Bates Weston, suggests we use the time at home to clear our financial “to do” lists.  If you believe all of the people currently posting on social media about their plans for this period of lockdown, it seems that the...
Inheritance Tax Reforms?

Inheritance Tax Reforms?

Are Inheritance Tax reforms on the way? The All Party Parliamentary Group (APPG) for Inheritance & Intergenerational Fairness describes Inheritance Tax as “ripe for reform”. The APPG, chaired by John Stevenson MP, goes on to suggest: “Replacing the current...
Inheritance Tax Planning After Death

Inheritance Tax Planning After Death

Is it too late for Inheritance Tax planning after death? The now famous quote from Benjamin Franklin that there are only two certain things in life: death and taxes still holds true. As tax advisors, we are often in a situation where we have to deal with both at the...

How can I accumulate and pass on my wealth?

Accumulating, preserving and passing on family wealth There are several tax efficient options families can adopt to help them to accumulate, preserve and pass on their wealth. As ever, we would begin by ensuring that we have a clear understanding of your personal...