Tax and financial planning for UK residents and expatriates

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The Future of Inheritance Tax

For some time the amount of revenue generated by Inheritance Tax has been significant. Recent figures show that, for the first time ever, HMRC received more than £4billion in Inheritance Tax between April 2015 and February 2016. There is a significant increase in the amount of revenue...

Pension Planning

The April 2015 changes to pensions were incredibly far reaching and will dramatically change the way that pensions can be used. Following these changes, there has been increased interest in the options surrounding pensions. Much of the interest centres around the introduction of new pension schemes. However...

The UK Budget – 16 March 2016

It seems the Chancellor often uses a headline-grabbing policy in his Budgets.  This time we have sugar tax.  The cynic might say this is a deliberate ploy to divert attention from generally disappointing news on the state of the economy.  Whilst the sugar tax will have little...

Accessing your Pension Fund

When it comes to accessing your pension fund, there are number of rules and regulations to adhere to. These rules allow you to not just comply with taxation laws, but also ensure that you are able to withdraw funds without complication. Recently the rules surrounding taking from...