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The twenty-year IHT freeze

by | May 19, 2021 | Tax

The freeze on the inheritance tax (IHT) nil rate band will mean more tax from more estates. In March 2006 the then Chancellor, Gordon Brown, announced that the IHT nil rate band for 2009/10 would be £325,000. Announcing the change over three years before it would...

The importance of diversification

by | Mar 9, 2021 | Investment

The pandemic has highlighted the value of holding a well-diversified portfolio of investments. The Covid-19 pandemic has taught us a great deal and some people have been faced with relearning old lessons they may have forgotten. Global stock market performance...

The mid-pandemic Budget Summary

by | Mar 4, 2021 | Tax

While the pre-Budget Treasury leaking machine appeared to flag many of the Budget measures announced, the Chancellor still managed to produce some surprises on Budget Day. As the number of people affected by Covid-19 now appears to be slowing as vaccines are rolled...

The pandemic retirement conundrum

by | Feb 19, 2021 | Pensions

Has Covid-19 disrupted your retirement plans? The economic effects of Covid-19 stretch far beyond those people infected by the virus. The obvious example is the billions of pounds of government spending, but there are many others, such as the impact on those...