All Articles

• Absolute Trusts

  Last Updated: April 06, 2025

• An overview of how income is taxed

  Last Updated: April 06, 2025

• Capital Gains Tax - Reliefs

  Last Updated: April 06, 2025

• Capital Gains Tax Overview

  Last Updated: December 24, 2024

• Capital Gains Tax – rates of tax

  Last Updated: April 06, 2025

• Discounted Gift Trusts

  Last Updated: September 03, 2024

• Discretionary Trusts

  Last Updated: April 06, 2025

• ISAs – the essentials

  Last Updated: December 23, 2024

• Income Tax on dividends

  Last Updated: April 06, 2025

• Income Tax – savings income

  Last Updated: April 06, 2025

• Individual pension contributions

  Last Updated: July 31, 2024

• Inheritance tax – exemptions and reliefs

  Last Updated: December 20, 2024

• Inheritance tax – lifetime gifting

  Last Updated: September 02, 2024

• Inheritance tax – nil rate band

  Last Updated: December 20, 2024

• Inheritance tax – on death

  Last Updated: December 24, 2024

• Inheritance tax – the main residence nil rate band

  Last Updated: December 24, 2024

• Interest in Possession Trusts

  Last Updated: April 06, 2025

• Investment Bonds - how assignments can help with tax and estate planning

  Last Updated: October 08, 2024

• Investment Bonds – gifting to children and planning for education fees

  Last Updated: April 06, 2025

• Investment bonds – chargeable events

  Last Updated: January 25, 2024

• Investment bonds – fund taxation

  Last Updated: January 25, 2024

• Investment bonds – tax efficient withdrawals

  Last Updated: June 27, 2024

• Investment bonds – tax on a chargeable event gain

  Last Updated: June 10, 2025

• Investment bonds – who is assessed to tax?

  Last Updated: January 25, 2024

• Loan Plan Trusts

  Last Updated: September 10, 2024

• Lump Sum Allowance and Lump Sum and Death Benefit Allowance

  Last Updated: December 17, 2024

• Payment of income tax

  Last Updated: April 06, 2025

• Pension Age

  Last Updated: August 27, 2024

• Pension Bypass Trusts

  Last Updated: December 17, 2024

• Pension annual allowance

  Last Updated: July 31, 2024

• Pension commencement lump sums (tax free cash)

  Last Updated: January 28, 2025

• Pension defined contribution scheme death benefits

  Last Updated: December 20, 2024

• Pension employer contributions

  Last Updated: April 24, 2024

• Pension income drawdown

  Last Updated: December 17, 2024

• Pension lifetime allowance

  Last Updated: April 24, 2024

• Pension lifetime allowance history and protections

  Last Updated: December 19, 2024

• Pension retirement choices

  Last Updated: February 03, 2025

• Pension versus ISA

  Last Updated: January 30, 2025

• Pensions and Enhanced Protection

  Last Updated: December 17, 2024

• Pensions and Inheritance Tax (IHT)

  Last Updated: December 19, 2024

• Pensions and Primary Protection

  Last Updated: September 30, 2024

• Planning with wills and dealing with investments when an investor dies

  Last Updated: April 06, 2025

• Salary exchange for a pension contribution

  Last Updated: July 31, 2024

• Secure Income

  Last Updated: February 24, 2025

• Small Pots and Triviality

  Last Updated: January 29, 2025

• Taking a multi-asset approach to retirement income

  Last Updated: December 17, 2024

• The available LSA where pension benefits have already been taken

  Last Updated: December 17, 2024

• Third party pension contributions and children

  Last Updated: January 25, 2024

• Uncrystallised funds pension lump sums

  Last Updated: January 31, 2025

• Understanding Deputyships and Guardianships

  Last Updated: August 27, 2024

• Understanding personal injury trusts

  Last Updated: August 27, 2024