Please note that we close at 5pm on Friday 22/12/23 and re-open at 9am on Tuesday 2/1/24. Merry Christmas and a very HAPPY NEW YEAR!!
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A Relevant Life Policy Trust and its place in financ...

Our guest blogger, Debra Hale of Prospero Finance, looks at a Relevant Life Policy Trust, which she says is one of the most overlooked tax benefits in financial planning

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All you need to know about probate valuations

Our guest blogger, White Horse Surveyors, looks at property valuations for probate/inheritance tax and why they…

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Claiming inheritance tax relief after a property sale

If you inherited a property or land and then go on to sell it, you may be entitled to claim inheritance tax relief.

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End of year tax planning: what businesses and indivi...

With 6 April and a new tax year just around the corner, now is the time for some end of year tax planning – here are some steps Swindon businesses can take.

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Budget 2020: what might the Chancellor be planning?

The first Budget of the new majority Tory government will be on Wednesday March 11 – here are our predictions for the Chancellor’s likely measures

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Inheritance tax: proposal to change system is good news

We welcome news that the Office of Tax Simplification wants to make changes to the system…

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Applying for probate online should be treated with c...

A new online system for applying for probate has been launched – but it won’t suit…

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New ruling could land families of the terminally ill...

A new ruling concerning inheritance tax has dealt a blow to those who have cashed in…

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Inheritance tax rules leave sister with half-a-milli...

The inheritance tax rules are under review, as we’ve mentioned in a previous blog, and the…

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Why we should talk about dying and be prepared

This week is Dying Awareness Week. It’s organised every May by the organisation Dying Matters with…

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Inheritance Tax system may be under review

The somewhat complicated Inheritance Tax (IHT) system could be under review, following a request by the…

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Help with probate: what it is and what you need to know

When a loved one dies, let alone the grief of loss there is so much else…

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Cheltenham networking breakfast – Tuesday 12th...

Come along to our free networking breakfast in Cheltenham on Tuesday 12th December 2023 from 9am to 10.30am.

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Feeling generous this Christmas?

If you run a business and are feeling generous this Christmas, make sure you understand the tax rules around making Christmas gifts

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Autumn Statement 2023

Here’s our reaction to the 2023 Autumn Statement – there was talk of backing British business but there wasn’t a huge amount of substance.

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