Business owners: How to exit tax-efficiently – and what to do with the proceeds
Small business owners can use a number of allowances and planning measures to
ensure their exit is tax-efficient, and that they make good use of post-exit assets.
Tax year end tips!
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to discuss what you should be aware of with the end of the tax year approaching. Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
From April 2027 unused pension assets will be liable for inheritance tax. What can you do to prepare?
With unused pension funds set to form part of the estate, savers with large pension pots will be considering their options. With the right planning you can negate or reduce an IHT liability.
Don’t leave cash on the sidelines in the face of shrinking interest rates
Many people have large amounts of money in savings accounts, but holding too much cash in short-term products can be detrimental to wealth-building efforts. With savings rates falling, you risk sabotaging long-term returns.
What are your options if you took your pension tax-free cash ahead of the Budget?
There are a number of solutions available to those who recently accessed their tax-free pension cash. In some cases, a combination of measures can represent the best solution.
Budget round-up: Tax changes to capital gains, pensions and IHT
Chancellor Rachel Reeves’ first Budget has introduced a number of changes to the tax regime. This article rounds up the key changes and explores some of the consequences for your personal finances.
Autumn Budget: How Labour might change pension taxation and capital gains tax
We take a closer look at some of the potential reforms that the new government could implement on 30 October.
What is the “Great Wealth Transfer” and what does it mean for estate planning?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Consultant Ben Mitson to discuss the “Great Wealth Transfer” and the implications for Inheritance Tax Planning Please be aware that anything discussed on this podcast should not be regarded as financial advice and when investing your capital is at risk
Are you overpaying for financial advice?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planning Manager Joe Fisher to discuss the costs of financial advice and what you should be looking out for if you are working with a financial adviser/ planner. Please be aware that anything discussed on this podcast should not be regarded as financial […]
What are the key factors to consider if you decide to ‘un-retire’
Lucrative consultancy work can draw retirees back to the workplace. But returning to work has important implications and consequences for your pension(s).
