inheritance tax Archives * Page 3 of 4 * Buxton Beresford

New “Vouched For ” IFA Testimonials!

By Mark Beresford|2019-05-09T10:53:47+01:00Wednesday, April 24, 2019|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, pension splits in divorce, Safe Money, Tax Efficient Investments, Trust planning, Uncategorized, wills, Work and Pensions|Tags: Divorce pensions, ecomony, Estate planning with pensions, family wealth planning, Finance, financial advice, income protection, inheritance tax, Inheritance Tax and Trusts, ISA, life insurance, pension planning, tax free investment, Trusts, womens pension rights in divorce|

Check us out! We are rated and recommended as Independent Financial Advisors 4.8 out of 5 ! Here is a sample from [...]

MONEY- WHY it is good to TALK!

By Mark Beresford|2019-04-17T09:29:50+01:00Tuesday, April 16, 2019|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Mortgage later in life, pension, Planning for a fruitful retirement, Safe Money, Trust planning, wills|Tags: childrens pensions, estate, family wealth planning, financial advice, income protection, inheritance tax, Inheritance Tax and Trusts, life insurance, pension planning, tax free investment|

Do you discuss your finances with your nearest and dearest? In many families, having a frank discussion about wealth still remains a [...]

Pensions are less attractive for High Earners- WHY ?

By Mark Beresford|2019-05-02T10:05:00+01:00Wednesday, April 10, 2019|Categories: Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, pension, Tax Efficient Investments, Trust planning, Uncategorized|Tags: company pensions, estate, family wealth planning, financial advice, inheritance tax, Inheritance Tax and Trusts, life insurance, pension planning, pensions, tax free investment|

The Annual Allowance for pension contributions is the amount each individual can save into a pension and receive Tax Relief each year. [...]

Paying Tax on inherited ISAs

By Mark Beresford|2019-04-16T11:36:22+01:00Wednesday, April 10, 2019|Categories: Brexit, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, Inheritance Tax, ISA, Planning for a fruitful retirement, Safe Money, Tax Efficient Investments, wills|Tags: estate, family wealth planning, inheritance tax, Inheritance Tax and Trusts, ISA, tax free investment|

So, why are spouses paying more tax on inherited ISA's? Data shows that six out of seven bereaved partners could be paying [...]

March 2019 Property Review

By Mark Beresford|2019-04-09T11:42:39+01:00Wednesday, March 27, 2019|Categories: Business Profits, commercial property, Financial Planning, House Buying, mortgages, Property management, Property Values|Tags: commercial property, financial advice, House buying, housing, inheritance tax, property prices|

CONTRADICTORY DATA FROM LATEST UK COMMERCIAL PROPERTY SURVEY ! So, the respondents to the latest (RICS) Commercial Property Market Survey have blamed [...]

New Spring Statement on Finances and interesting data on taxes!

By Mark Beresford|2019-04-09T11:54:37+01:00Friday, March 15, 2019|Categories: Brexit, Estate Agents, estate planning, Family Inheritance, Finance, Financial Planning, Financial Protection for your family, House Buying, Inheritance Tax, ISA, mortgages, Property management, Tax Efficient Investments|Tags: childrens pensions, company pensions, ecomony, financial advice, inheritance tax, Inheritance Tax and Trusts, life insurance, new house prices, pension planning, Safe Money for your children|

PERSONAL TAXATION CHANGES ANNOUNCED AT THE AUTUMN 2018 BUDGET • Personal Allowance rises to £12,500 (up from £11,850) from 6 April 2019 [...]

The Property Market Continues to Slide….down

By Mark Beresford|2019-04-03T09:48:57+01:00Thursday, November 1, 2018|Categories: estate planning, Family Inheritance, House Buying, Property management, Property Values, Real Estate, Safe Money, solicitors|Tags: House buying, housing, inheritance tax, new house prices, property prices|

PROPERTY DEMAND CONTINUES TO SLIP LOWER The latest Royal Institution of Chartered Surveyors’ (RICS) ‘UK Residential Market Survey’, concludes that demand for [...]

Trusts to manage Inheritance Tax

By Mark Beresford|2019-04-03T09:54:14+01:00Wednesday, August 1, 2018|Categories: Inheritance Tax, Safe Money, Tax Efficient Investments, Trust planning, Uncategorized, wills|Tags: family wealth planning, inheritance tax, Inheritance Tax and Trusts, tax free investment, Trusts, wills|

As a practice, we have used Trusts in various ways to help our clients save Inheritance Tax. However we have found that [...]

What is a “Trust” ?

By Mark Beresford|2019-04-03T09:54:39+01:00Tuesday, July 24, 2018|Categories: estate planning, Family Inheritance, Finance, Financial Planning, Inheritance Tax, Safe Money, solicitors, Tax Efficient Investments, Trust planning, wills|Tags: family wealth planning, inheritance tax, Inheritance Tax and Trusts, Safe Money for your children, Trusts|

A Trust is like giving your money to “mum” to look after until the summer holidays and is not just something used [...]