Author Archive

Written by Sam Gulley | Financial Planning Consultant

Tax Relief On Pensions Now £21.2bn

10/10/2019 | No comments

As per latest HMRC... Read more

Written by Sam Gulley | Financial Planning Consultant

Investing in Bricks & Mortar

11/09/2019 | No comments

Is it still worth it... Read more

Written by Sam Gulley | Financial Planning Consultant

Inheritance Tax Investigations Soar

31/07/2019 | No comments

HM Revenue and Customs is opening an average of 5,000... Read more

Written by Sam Gulley | Financial Planning Consultant

IHT Receipts Hit £5.2bn in 2018

23/01/2019 | No comments

In 2018, inheritance tax (IHT) receipts reached £5.22bn, illustrating a steady increase when compared to the £4.8bn figure recorded a year earlier, according to statistics published by HM Revenue & Customs (HMRC).  However, NFU Mutual has revealed that the prospect of new probate fees could trigger a spike in receipts this year (2019) as executors... Read more

Written by Sam Gulley | Financial Planning Consultant

Currency Exposure

03/10/2018 | 2 comments

and how it can impact investment... Read more

Written by Sam Gulley | Financial Planning Consultant

Young Workers ‘Aware of Pension Reality’

13/08/2018 | No comments

Young workers are pessimistic about their retirement... Read more

Written by Sam Gulley | Financial Planning Consultant

No Plans To Address Ex-Pats State Pensions

24/07/2018 | No comments

The government has no plans to allow policy increases for expats with ‘frozen’ state pensions, saying it would cost more than £500m per year to be corrected. In a written answer to Parliament, Guy Opperman, minister for pensions and financial inclusion stated this was the cost the government would have to pay if all pensions in... Read more

Written by Sam Gulley | Financial Planning Consultant

Is Marriage Still Tax Efficient ?

01/06/2017 | No comments

Is marriage a good deal from a tax perspective? Un-romantic yes, but certainly a valid question.  Is that little bit of paper known as a marriage certificate worth getting, even if it’s then stuck away in a drawer never to be seen until the time it’s needed ? Danby Bloch writes in Money Marketing considers that various tax... Read more

Written by Sam Gulley | Financial Planning Consultant

Company Pensions To Offer Partial Transfers ?

19/01/2017 | No comments

A flexible option for deferred members in the future ?... Read more

Written by Sam Gulley | Financial Planning Consultant

Interest Rates on Student Loans To Rise

19/08/2016 | No comments

From this... Read more

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