Navigating Tax Changes in the New Tax Year by Carly Buck, Financial Planner with Anstee & Co. Now that we are in the 2026/27 tax year, a number of important tax changes have come into effect, which may impact investment and estate planning strategies. In particular, updates to Business Property Relief (BPR), Alternative Investment [...]
The Bank of Mum and Dad keep growing to become a £6.5bn UK Mortgage Lender on a par with the 9th largest UK lender. It continues to grow in importance in helping young people take their early steps onto the housing ladder. It will be involved in more than a quarter of all property transactions [...]
What is a trust? To start off with the technical stuff about a trust- A trust is legal arrangement which enables a person, known as “the settlor” to transfer the ownership of property, cash or shares to another person known as “the trustee” to hold on behalf of a third person known as the “the [...]
The best place for independent financial pension advice is from our advisers, but here are the key areas for consideration: Make full use of your annual tax-free pension allowance of normally £40,000. Use any unused annual pension allowances available to carry forward from previous tax years. Make sure you’re getting tax relief at the appropriate [...]
The end of the tax year is approaching fast, so speaking to us and taking action before 6 April 2017 could save you money, allowing you to take full advantage of your reliefs and exemptions. If you have not already taken advantage or your allowances, it’s not surprising because tax can be complicated. In recent [...]
The end of the tax year is coming up fast. Now is a great time to make sure you are making the most of investing in your pension plan. Many people use this time to make sure that they “lock-in” the current financial year’s tax breaks before the door closes. Your plan’s flexibility and freedom. [...]
Only a quarter of couples who are eligible for the new marriage allowance are claiming it. HM Revenue & Customs said last week. It is thought that about three million couples, including those in a civil partnership, who could have applied for this tax rebate, have not. This rebate is worth up to £220 per year. So, its [...]
