Planner warns of possible CGT rate hike

A leading Financial Planner has warned that the Chancellor may choose to raise Capital Gains Tax (CGT) rates to align with Income Tax in order to raise cash in his budget to be delivered on 27 October.

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Chartered Planner flags up IHT rebate opportunity 

 

Falling property prices could mean some families can reclaim a windfall of thousands of pounds in inheritance tax, a Chartered Financial Planner has predicted.

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Families 'overpaid' £280m IHT on insurance payouts

Over £280m of inheritance tax may have been unnecessarily paid on life insurance policies in 2018/19 which could have been avoided if the policies had been written in trust, according to a leading Chartered Financial Planner.

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NI increase will boost pension savings predicts Planner

The 1.25% National Insurance increase for employers and employees announced this week could boost pension saving by making salary sacrifice more attractive, Chartered Financial Planner Sean McCann has predicted.

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