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FOR FINANCIAL ADVISERS ONLY
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Financial Planning Solutions

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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.
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.
presentation

Trusts - Simple yet effective

This article explains how trusts are simple yet effective financial planning tools. It provides an overview of why trusts should be used with Old Mutual Life Assurance policies.
Sale hangers

IHT planning and a discounted gift trust

Financial Adviser Verification

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