Search results for 'tax planning'
Individuals / Financial Planning / Tax Planning
Our financial planners understand that reducing tax is not all that matters. Buying into a scheme that saves 40% tax doesn't seem so clever if you lose 60% of the capital value. It is as well to remember the saying: 'If something looks too good to be true, it probably is!'
Individuals / Financial Planning / Retirement Planning
You may spend at least one quarter of your adult life in retirement. What income will you need to enjoy those years and do the things you have always wanted to or, to just be comfortable?
Individuals / Financial Planning / Protection Planning
You will want to be sure that you or your family's worlds are not financially destroyed by your death, the onset of a life threatening critical illness, or long term disability.
Individuals / Financial Planning / Investment Planning
Our in-house independent financial advisors will be happy to guide you through the complex financial maze and help you work out an investment strategy that suits you.
Individuals / Financial Planning / Estate Planning
Hart Brown offer independent financial advice for individuals looking to plan their estate and inheritance tax. These may include loan trusts, discounted gift schemes, AIM portfolios and more.
Individuals / Financial Planning
Hart Brown offer independent financial advice to individuals seeking a non-biased approach to your financial management. We have offices in Guildford, Godalming, Wimbledon Village, Cobham, Cranleigh and Woking.
Case Study / Investment Planning case study
Case study.
Case Study / Retirement Planning case study
Case study.
Case Study / IHT Planning
Hart Brown's trust and investment department deal with many types of cases across our offices in Guildford, Godalming, Cranleigh, Cobham, Wimbledon and Woking. Read Hart Brown's case studies to see how these situations may affect you in real life.
Case Study / IHT Planning case study
Case study.
Individuals / Wills & Probate / What to do When Someone Dies / Inheritance Tax
On death everyone benefits from a "nil rate band" (NRB) where no IHT is payable. All funds in excess of this are currently taxed at 40%. In addition to the NRB there are a number of other allowances and reliefs.
Individuals / Wills & Probate / What to do When Someone Dies / Capital Gains Tax
The PRs of an estate are responsible for making a full report to Her Majesty's Revenue and Customs and paying any tax that becomes due during the administration of an estate. This includes Inheritance Tax, CGT, or Income Tax.
Individuals / Wills & Probate / Tax Planning / Pre-owned Assets Tax
Pre-owned assets tax (POAT) can be payable when a donor continues to benefit from an asset that he has given away (typically a house) either to a beneficiary such as their son or daughter with immediate effect or to a trust.
Individuals / Wills & Probate / Tax Planning / Inheritance Tax
It has been said that Inheritance Tax (IHT), is a voluntary tax as it can be avoided with the right planning.
Individuals / Wills & Probate / Tax Planning / Capital Gains Tax
Capital Gains Tax (CGT), is payable on the sale of capital assets, such as property or shares. It may also be payable where such assets are given to either individuals or a trust.
Individuals / Trusts / Taxation of Trusts / Pre Owned Assets Tax
Pre-owned assets tax (POAT) can be payable when a donor continues to benefit from an asset that he has given away (typically a house) either to a beneficiary such as their son or daughter or to a trust.
Individuals / Trusts / Taxation of Trusts / Inheritance Tax
Most new trusts are now subject to the IHT "relevant property regime".
Individuals / Trusts / Taxation of Trusts / Income Tax
Life interest trusts are subject to standard income tax rates.
Individuals / Trusts / Taxation of Trusts / Capital Gains Tax
When it comes to capital gains tax (CGT) on trust funds, trustees have their own personal allowance (see Tax information).
Individuals / Trusts / Taxation of Trusts
Trusts are subject to their own tax rules.