Archive: September 2015

The end of Deeds of Variation?

17th September 2015

The ability to vary the terms of a Will, for tax purposes, has long been possible through a useful tool called a Deed of Variation. There have been many threats over the years that the use of these tools would be curtailed but those murmurings have never come to... read more

Posted in: Capital Gains Tax, Inheritance Tax, News

Investing or Trading?

2nd September 2015

Markets by their very nature are always heading up or down, and when speaking with clients, we frequently touch on how, at times, the ebb and flow results in an outcome that wasn’t initially anticipated. That though is the crunch – unless you have the time to watch the... read more

Posted in: Financial Planning, Inheritance Tax