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Tax Planning
March 2021
There’s still time for tax saving opportunities
Tax Planning
March 2021
It’s time to identify, plan for and potentially mitigate your tax burdens. While the Chancellor of the Exchequer, Rishi Sunak, is looking to reduce the tax gap, there are nonetheless still opportunities to review your financial arrangements for saving tax… Read full article
Financial Planning
February 2021
Taking Control of Money Matters
Financial Planning
February 2021
Navigating the complex choices planning for the future brings. When we talk about financial wellbeing, we refer to how you feel about the control you have over your financial future – and your relationship with money.  This includes your ability to respond to financial unpredictability and unexpected expenses. Read full article
Tax Planning
February 2021
The Gifting Generation
Tax Planning
February 2021
Older family members supporting younger generation through the pandemic. Young people have been one of the worst-affected groups from the coronavirus (COVID-19) pandemic, particularly in terms of the labour market and mental health outcomes. But it’s their parents and grandparents who are paying the price financially. Read full article
Tax Tax Planning
January 2021
Download Fish Financial’s Guide 2020/21 Year-End Tax Planning
Tax Tax Planning
January 2021
Keeping more of your money to enjoy, invest, save or pass on. Tax never requires a one-size-fits-all approach. Each taxpayer and each year will be different. So, with the end of the current 2020/21 tax year approaching on… Read full article
Tax
January 2021
Taxing times on the horizon!
Tax
January 2021
Are you protected against future Capital Gains Tax rises? It is almost inevitable that taxes will have to rise to help meet the potential £391 billion bill the Government has racked up in supporting the British economy through the coronavirus (COVID-19) pandemic. The Office of Tax Simplification (OTS) published a report[1] in November 2020 outlining the policy design and principles underpinning Capital Gains Tax (CGT). Read full article
Financial Planning
November 2020
The Bank of Mum and Dad
Financial Planning
November 2020
Make sure you can afford it and understand any tax implications Parents have always supported their children in lots of different ways. These days, growing numbers of parents see their adult children struggling to build up enough in savings to put down the deposit on a house or to afford to move up from a first home to something larger – but does this mean parents should help financially? Read full article
Tax Planning
March 2020
Top 4 tips for good tax planning
Tax Planning
March 2020
What should I consider before the end of this tax year? The end of the 2019/20 tax year is fast approaching, and there are a number of valuable allowances and reliefs that will be lost if they are not used before the deadline. Read full article
Investment
January 2020
Bullish millennials
Investment
January 2020
  Putting money to work earlier allows more time for savings to grow Millennials are more bullish than any other generation about their retirement savings, a major new study has found[1]. But with time on their side, should they be doing more? Read full article
Tax Planning
January 2020
Tax savvy
Tax Planning
January 2020
  Savers should think twice before using their pension to purchase property From age 55, you have the flexibility to choose how you take money from your pension. But pension savers risk throwing away thousands of pounds of their hard-earned savings if they use their pension to purchase a second property. Read full article
Tax Planning
January 2020
Tax-efficient investing
Tax Planning
January 2020
  Legitimate ways for higher earners to reduce a tax bill Without a carefully developed tax planning strategy, higher-rate taxpayers run the risk of missing out on key tax benefits and paying more in taxes than necessary. A higher tax liability can diminish the value of your investment earnings over the long term. Read full article

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