by Tom Richards | Jun 5, 2023 | HW Insights, Tax
The previous articles in the inheritance tax series have looked at what inheritance tax is, the rate at which it is chargeable, available exemptions and allowances, and ways to reduce or mitigate the tax liability. This final article will look at some of the most...
by Tom Richards | Jun 5, 2023 | HW Insights, Tax
There are a variety of different products available which use trusts in order to mitigate an IHT liability. Each of these products will have an underlying trust which will be either an Absolute (Bare) Trust or a Discretionary Trust. We will look at the high level...
by Tom Richards | Apr 18, 2023 | HW Insights, Pensions
Should I invest in a pension? What tax relief do I get on a pension? Whats the Pension Annual Allowance? The topic of pensions can be very daunting and confusing. Whilst pensions may not be right for everyone, for most, they can be a very tax-efficient way of saving...
by Tom Richards | Apr 11, 2023 | HW Insights, Investments
What is Passive Investing? What is Active Investing? What is Hybrid Investing? How can Howard Wright help me and my Investment Portfolio? When investing your money, choosing an investment strategy can be as important as the risk level that you take. There are...
by Tom Richards | Apr 4, 2023 | HW Insights, Pensions
What is the Annual Allowance? What counts towards the Annual Allowance? Is the Annual Allowance available for multiple pensions? What happens if I exceed the Annual Allowance? What if I haven’t used all my Annual Allowance? Tapered Annual Allowance explained for...
