Tax and financial planning for UK residents and expatriates

Refreshingly individual financial planning since 1898

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Beware the tax trap on interest from April 2016

From April 2016 UK banks stopped deducting basic rate tax on interest credited to your accounts. At the same time they introduced a savings allowance of £1,000 for basic rate taxpayers and £500 for higher rate taxpayers. For many taxpayers, this simply means that they will no...

The Fry Group’s Guide to Inheritance Tax

We are pleased to announce the latest edition of The Fry Group’s Guide to Inheritance Tax. In fact, it is likely to be the first in a series of fresh issues because we are living in times of rapid change and much uncertainty even in this narrow...

If it seems too good to be true…

With life expectancy increasing, the reality of funding long-term care is one which more and more clients are having to consider. We have recently come across structures being sold on the market that really are too good to be true. These structures are labelled ‘asset protection trusts’...

A right royal send off

Whilst we will not be around to see our ‘send off’, the traditionally conservative funeral is changing. Have you given your funeral much thought? It is still a taboo subject but with a little thought and discussion with those to be left behind, we could make matters...