News & Insights

A deed of variation allows a person who receives an inheritance to redistribute it in favour of another person or persons of their choice. It can also be extremely useful for inter-generational tax and estate planning.

The abolition of mortgage interest tax relief in April 2020 sent seismic waves through the buy to let market. In response some landlords chose to set up limited companies to hold their properties. More than two years’ on from the ending of this valuable relief, does incorporation still make sense?

Anti-money laundering regulations that came into force in October 2020 mean that more trusts than before need to be registered with HMRC. The legal responsibility for doing so lies with trustees and the deadline is approaching.

With people’s finances under increasing strain from 40-year high inflation and myriad other external factors, clients should work closely with their Adviser to help them stick to their long term plans and goals, say Graeme Clark, Head of Private Clients, and Paul Kemsley, Senior Private Client Manager in their latest Quarterly Review.

When contacted by someone purporting to be from HMRC it pays to be vigilant. Is the person, email or text really from HMRC, or is it a scam perpetrated by fraudsters? This article highlights the sort of things these criminals get up to as they seek to part you from your money and gives advice on how you can avoid falling victim.

While winning a lottery is never a dead cert, there are some numbers we can choose that could help us control our affairs, and especially our finances. This article highlights how reaching certain ages can open the door to financial services and planning opportunities.