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How to avoid Lifetime ISA withdrawal penalties from HMRC

11 October 2024

Lifetime ISAs (LISAs) have become a popular way to save for a first home or retirement, offering a 25 per cent Government bonus on contributions. ...

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What pension tax reforms could we see in the October Budget?

10 October 2024

For months, there was speculation that the upcoming Budget could bring major changes to pension tax relief, specifically a move towards a flat rate of...

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What are venture capital trusts (VCTs) and how to use them safely

10 October 2024

Venture capital trusts (VCTs) offer an opportunity to invest in smaller UK companies while benefiting from attractive tax reliefs. As an investor, you can receive...

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How to structure pension drawdowns to optimise tax efficiency

10 October 2024

When it comes to taking money from your pension, careful planning is essential to minimise your tax liability and maximise the longevity of your savings....

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What is the core-satellite strategy, and should you use it?

10 October 2024

When it comes to managing your investments, you may have come across various strategies that aim to balance risk and reward. One such method that...

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Fiscal drag and tax thresholds: What does it mean for you

10 October 2024

As the Government seeks to plug certain gaps in the public purse, we are unlikely to see any change in Income Tax thresholds – despite...

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With Income Tax unlikely to change, is it worth altering your dividend-based salary strategy?

10 October 2024

For business owners and directors, dividends may form a critical element of your salary strategy and tax planning, keeping your tax liabilities to a minimum....

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Labour pledges to avoid raising taxes ‘on working people’

10 October 2024

As the Autumn Budget approaches, the Government has pledged that it will “make the tax system fairer” and avoid raising taxes on working people and...

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