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FOR FINANCIAL ADVISERS ONLY

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Financial Planning Solutions

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Succession planning using nominations and trusts

How testamentary freedom is limited by forced heirship rules and using trusts and beneficiary nominations in succession planning.
Sterling notes

Options for extracting company profit

Owners may consider ways of extracting profits from their company. Reasons for this action can range from preparing to wind-up or close the company to just extracting money for personal use in an efficient way
Flower house

Offshore companies holding UK Property

With the re-introduction of the finance bill 2017 , we look at the tax treatment of a non UK-domicile individual holding a UK property a through an offshore company.
tug of war

Bonds V Unit Trusts

There are many occasions where comparisons are sought between the taxation of unit trusts and the taxation of bonds as advisers try to determine the best route for a client’s investment.
Child money

 Lifetime Allowance and Pension options part 1

This article discusses the effects of the reduction in the Lifetime Allowance and the options available under pensions.
Coins

 Lifetime Allowance and Pension options part 2

This article discusses the effects of the reduction in the Lifetime Allowance and the alternative savings options other than your own pension.
euros

Savings and dividend taxation bands and allowances

Previously we have written articles covering the new taxation rules surrounding savings income and dividends. Here we provide a series of scenarios to show how these interact with an individual’s personal allowance and tax rates.
pen and glasses

A future for the Investment Bond?

The tax changes effective from 6 April 2016 impact the attractiveness of different investment types - where does this leave the investment bond?
coloured housing

Let-to-buys more costly

HMRC consultation issued on 28 December 2015 reveals Stamp Duty Land Tax (SDLT) increases for additional properties will catch all let-to-buys but not all buy-to-lets.
Euro Flags

New EU succession laws

Those advising UK expats need to consider the implications of Brussels IV when advising their clients. Taking steps now may ensure that individuals avoid the possibility of Brussels IV impacting their succession plans.

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