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Financial planning for couples

Common tragedy clause in a will / charitable legacies

The death of Richard Cousins, a 58-year-old widower who perished in a tragic sea plane accident on New Year’s Eve 2017 along with his two sons, his fiancé and her young daughter, has brought the subject of wills and charitable legacies to the forefront of media and public attention. Richard Cousins was head of the […]

September 14, 2018
 
 
 
LISA house

Help ‘me’ to Buy my first home ISA!

According to a recent Government press release, more than 1.2 million people have opened a Help to Buy ISA account. The latest Government statistics show that: the average Help to Buy bonus claim has reached £800, a new record; and 146,753 property completions have been supported by the scheme, which has helped to finance properties worth £25.3 billion […]

September 12, 2018
 
 
 
 

Buy to Let continues to slow

In recent weeks there have been rumours, originating initially from The Sun , that the Treasury is contemplating a fresh increase in stamp duty land tax (SDLT) on buy-to-let (BTL) properties. The idea comes at a time when SDLT receipts are showing signs of flagging.

August 28, 2018
 
 
 

Capital Gains ruling on your main residence

In the recent case of McHugh v HMRC, the First Tier Tax (FTT) Tribunal were asked to consider the question of whether private residence relief from capital gains tax (CGT) should be given in respect of any part of a three-year period of ownership that preceded the taxpayer’s occupation of the property.

August 27, 2018
 
 
 
 
 

IR35 – the recent tax case of Christa Ackroyd Media Limited and the Commissioners for HMRC

In a recent tax case, Christa Ackroyd Media Limited and the Commissioners for HMRC, Christa Ackroyd (the taxpayer) lost her appeal against HMRC’s decision that she was caught by IR35. This is the first of what’s expected to be a number of high-profile appeals involving television presenters and IR35. Do you run a personal services company?  […]

March 11, 2018
 
 
 
 
Office public Guardian

Lasting Power of Attorney Refunds

I often shout the need for Powers of Attorney – for everyone!  Not just the elderly. Now, if you have listened and if you have registered a Lasting Powers of Attorney (LPA) between April 2013 and March 2017 then you may be due a refund! The Office of the Public Guardian (OPG) is issuing partial […]

February 11, 2018
 
 
 

FTSE 100 Review

The FTSE 100 has undergone its latest quarterly review. FTSE Russell, the providers of the FTSE 100 and related UK indices, has announced the results of its quarterly review.  This was based on market values on 28th November and will take effect from Monday 18th December. As far as the FTSE 100 is concerned, there are three […]

December 8, 2017
 
 
 

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