Tax and financial planning for UK residents and expatriates

Refreshingly individual financial planning since 1898

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End of the Tax Year – Checklist

End of Year Tax Checklist – Make 2015 Count! What can you do before the end of the tax year to ensure that you are not missing out? Our checklist will help you explore the steps you can take to minimise your tax liability over the next...

General Election 2015 – Tax Implications?

Personal Tax and the 2015 General Election – Party Policy George Osborne will deliver his final Budget of this Parliament on 18 March 2015, but what lies next? Parliament will be dissolved on 30 March 2015, and only then will the election campaign really get underway giving...

Tax Returns – The Facts

Missed the tax return deadline? – What does a late return mean? The filing deadline for 2014 returns has now passed, but what are the implications of missing the deadline, and the key dates going forward? 31 January 2015: If you have not submitted your tax return...

New Estate Planning Rules and the Importance of a Will

New Estate Planning Rules and the Importance of a Will New rules have come into force this Autumn, which govern how an estate is distributed for those without a valid Will in place. If you are married with children and die without a Will, the first £250,000...