PROTECTION Synopsis: It is often claimed, with some justification, that the biggest financial decision we ever make is when we commit to a mortgage. Any adviser considering protection should (and surely will) automatically look at the clients’ protection needs when they are committing to any large financial transaction. It is often claimed, with some justification, […]
A number of important changes have or are about to take place as regards the taxation of residential property in the UK – both in terms of valuable London properties and other residential property. As with a number of other areas of taxation, the pace of change is breath-taking. This bulletin provides an overview of […]
Due to the uncertainty surrounding the outcome of the General Election it is considered that some may hold back buying properties at the top end of the capital’s luxury property market over the next few months. Experts believe a total of 86,000 London homeowners will be hit by Labour’s mansion tax, according to a new […]
BUDGET 2014 Synopsis: Weekend newspapers carry headlines of mass pension fund withdrawal to fund buy to let pension alternative Date posted: Monday, March 24, 2014 The proposed April 2015 relaxation permitting unrestricted pension fund drawdown to all regardless of ‘pot size’ has carried some predictions of a flood of requests from ‘pension disaffected retirees’ to […]
INHERITANCE TAX – PLANNING Synopsis: A reminder of the rules on valuation of undivided shares in joint property and how these can be used to obtain a planning advantage in certain circumstances. Date posted: Thursday, December 12, 2013 Where two people own a property jointly, they will own the property either as joint tenants or […]
