by Parker Kelly | Aug 29, 2024 | iht planning, pensions
As the new Labour government prepares for its first Autumn Budget on 30th October 2024, anticipation is growing regarding potential changes to pensions and inheritance tax. The fires have been stoked with the Prime Minister’s recent speech confirming the budget will...
by Parker Kelly | Feb 26, 2021 | retirement choices, iht planning, savings and investments
1. Top up your ISA One of the most tax-efficient ways to invest is through an individual savings account (ISA). The 2020/21 personal ISA allowance is £20,000. There’s no income tax, tax on dividends or capital gains tax (CGT) to pay on any gains from investments held...