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AIM, BPR, Business Property Relief, IHT, Inheritance Tax, Junior Market, Mole Valley Asset Management, Tax Savings

AIM stocks: Targeting attractive returns and tax savings

Investing in AIM-listed companies offers compelling tax benefits, as well as outperformance potential, making them an exciting prospect for investors. But dabbling in the junior market can be risky and a professional’s guiding hand is wise, explains John Baillie, portfolio manager at Mole Valley Asset Management. Look out for champagne and cake this summer at […]

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Capital Gain Tax, Income Tax, Inheritance Tax Planning, Tax Planning, Tax Planning Ideas, Tax Planning Ideas

Top 7 tax planning ideas to retain your wealth

Tax planning strategies must evolve as regulations evolve In recent years there have been a number of changes to tax regulations These have created a challenging environment for high net worth individuals (HNWIs) and their tax planning. UK authorities and the HMRC are becoming increasingly aggressive in their efforts to collect taxes from HNWIs, despite […]

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IHT, Inheritance Tax, Reduce IHT, Tax Property Planning

Top 7 strategies to reduce your IHT liability

It was more than two centuries ago that Benjamin Franklin said there are only two certainties in life: death and taxes. Despite this being one of the best-known quotes of all time, and numerous methods available to reduce tax liabilities, people in the UK are about to pay the highest amount of inheritance tax that […]

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Higher-Earner, Higher-Rate, Pension, Tax Relief

How higher-earners can get 75.8% in pension tax relief

All higher-earners should be reviewing their pension arrangements to take advantage of some very generous, but short-lived tax reliefs, explains Simon Brookes, Director of Financial Planning at James Hambro & Partners. Apparently, you should never look a gift horse in the mouth because it’s a present. Taking time to check its teeth is therefore rude. […]

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