Financial and Tax Insights

tax lessons

How Did it All Go So Horribly Wrong?

Tax and cricket: Paul Collingwood v HMRC (2025) 

They say never meet your heroes! Paul Collingwood was one of mine, a classy all rounder, a part of the 2005 Ashes winning side led by Vaughan with Flintoff, and the winning captain of the 2010 T20 World Cup amongst other achievements.  We were at Lords in the Long Room (where else) and we exchanged a few words.  As you can tell, he made a favourable impression.

pensions and tax efficient investments

Pensions & Tax Efficient Investment Advice

Pension and tax-efficient investment planning is an essential strategy for maximising your wealth while reducing your overall tax liability. By making smart use of pensions, you can benefit from valuable tax reliefs on contributions, tax-free growth and structured access to your funds in retirement. Alongside pensions, a range of tax-efficient investments – such as ISAs, Venture Capital Trusts (VCTs), the Enterprise Investment Scheme (EIS) and the Seed Enterprise Investment Scheme (SEIS) – can provide opportunities for growth while offering generous tax advantages. But as always, a well-considered and strategic approach is essential. 

inheritance tax planning

How Do You Want Your Estate To Be Spent?

Most people would rather choose who or what they leave their estate to after they've gone, rather than just hand over money to the tax man. The good news is, that as we explained in our last article, this is possible with regular and informed tax planning. Of course, different tax planning measures will suit different people and what works for you will depend on your particular circumstances but here are some key areas which you might wish to consider: 

inheritance tax planning

How to Plan Who or What to Spend Your Estate on

Successful inheritance tax (IHT) planning ensures your estate is distributed according to your wishes while minimising the tax payable. Key to this is making and regularly updating your Will. Lifetime gifting, Will planning and structuring asset ownership all play crucial roles in managing IHT exposure. In the next two articles we'll highlight some of the measures you can take to ensure you mitigate your IHT liability so that you have more to spend on or leave to the people, places or things that are dear to you. 

Land and Property Tax Planning Tips & Advice

Land and Property Tax Planning Tips & Advice

UK land and property tax planning focuses on managing the tax implications of owning, letting or selling property in the most efficient way possible. From rental income and allowable expenses to capital gains on sale and inheritance tax considerations, the rules can be complex and vary depending on whether the property is residential, commercial or mixed-use. 

Capital Gains Tax Planning

Capital Gains Tax Planning Tips & Advice. Part 2

In this series of articles, you'll find tax planning tools and advice in respect of steps you can take now to mitigate your tax liabilities. Capital Gains Tax (CGT) can significantly impact the return you make when selling investments, property or other valuable assets, but with careful planning, it’s possible to reduce or even eliminate the tax you pay.

Tax planning and capital gains tax

Capital Gains Tax Planning Tips & Advice

Capital Gains Tax (CGT) can significantly impact the return you make when selling investments, property or other valuable assets, but with careful planning, it’s possible to reduce or even eliminate the tax you pay. 

income tax planning

Income Tax Planning Tips & Advice

The end of this tax year may feel many months away yet, but a little bit of tax planning can go a long way when it comes to mitigating your tax liabilities. With this in mind, over the next series of articles, we’re going to be highlighting some of the tax planning measures you might wish to consider over the coming months. 

inheritance tax planning

Mitigating Inheritance Tax

Inheritance tax (IHT) is often described as the most disliked tax in the UK. After a lifetime of paying income tax, capital gains tax and other levies, many are dismayed to learn that the government may take a significant portion of their estate upon death.

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