A comprehensive round-up of tax efficient investments and strategies to protect your wealth
Rather like Christmas or Easter, for private client fund managers the end of the tax year is a major landmark in the calendar and one that creeps up but does need careful planning for. It was much harder to get the relevant client account data in times past and this required endless printouts that often […]
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Know the 5 Common ISA Mistakes in order to get the most from your £15,000 annual allowance before the April 5th cut-off. The findaWEALTHMANAGER.com team has compiled some of the pitfalls that last-minute investors may encounter – all of which can be easily avoided through careful planning and research or doing away with ISA deadline […]
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Establishing multiple trusts can be a useful IHT mitigation technique, but wealthy individuals need to be aware of important changes to tax on trusts. The government announced in the Autumn Statement that, following three rounds of lengthy consultations, it had abandoned earlier proposals to split the nil rate band among multiple trusts established on different […]
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After significant lobbying from the financial services industry, in November the government agreed to change the rules to allow the transfer of Child Trust Funds (CTFs) to Junior ISAs (JISAs). The change is expected to come into effect on 6 April 2015, giving families far greater freedom over how they invest the savings for their […]
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