by Mollie Wilcox | Nov 27, 2024 | News
The Autumn Budget 2024 has introduced major changes to the UK’s Inheritance Tax (IHT) landscape, creating new challenges for estate planning. Key among these changes is the inclusion of pensions in estate valuations for IHT from April 2027, alongside frozen...
by Mollie Wilcox | Nov 7, 2024 | News
Join us for our last online event of 2024 Upcoming Webinar – IHT Planning in a Post-Budget Landscape. Date: Friday 6 December 2024Time: 10amAimed at: Financial Advisers Mitigate IHT through Lifetime Trust Planning Retain Assets under advice across generations...
by Mollie Wilcox | Oct 14, 2024 | News
Consumer Duty, and the Elephant in the room: Could the humble Loan Trust help? The Consumer Duty Legislation, which has been in force for just over a year, establishes higher standards of consumer protection in financial services. It mandates that firms...
by Mollie Wilcox | Oct 11, 2024 | News
Mitigating Inheritance Tax and Ensuring Financial Flexibility. The original article written for My Care Consultant. Life is unpredictable. Whether it concerns a global pandemic, the economy, or your personal finances, health, and relationships, much of...
by Gemma Houghton | Apr 4, 2023 | News, Capital Gains Tax, CGT, HMRC, Spring Budget 2023, WAY Trustees
Since The Chancellor surprised everyone by announcing significant reductions to the Annual Capital Gain Tax (CGT) allowance from 6th April 2023, as the only trust company offering a range of CGT-assessable Flexible Reversionary Trusts, Financial Advisers have...
by Gemma Houghton | Apr 4, 2023 | HMRC, News, WAY Trustees
At this time of year, it’s clear that Individual Savings Accounts (ISAs) remain a permanent feature in the UK’s tax-free savings landscape but how tax efficient do they remain for clients of a certain age? It might to be time start a conversation with these...
