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Tax-Efficient Investments

Don't Give Up on the Investment Company!

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Tax Articles - Tax-Efficient Investments
Written by Malcolm Gunn FTII, TEP   
Saturday, 21 November 2009 00:00

Malcolm Gunn FTII, TEP elaborates on the tax advantages available with private investment companies.

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Discounted Gift Trusts

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Tax Articles - Tax-Efficient Investments
Written by Arnold Aaron   
Sunday, 08 November 2009 00:00

An explanation of how the Discounted Gift Trust can significantly reduce Inheritance Tax exposure, by Arnold Aaron, Financial Planning Consultant.

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Feeling the pinch? 2 - Some tax saving pointers

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Tax Articles - Tax-Efficient Investments
Written by Low Incomes Tax Reform Group   
Thursday, 06 August 2009 21:17

In the second of 4 articles focusing on people with lower incomes particularly as a result of the current recession, the Low Incomes Tax Reforms Group highlights some steps people can take to make sure they aren't paying tax when they don't need to.

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Cashing in your small pension fund - you may be overpaying tax!

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Tax Articles - Tax-Efficient Investments
Written by Low Incomes Tax Reform Group   
Tuesday, 04 August 2009 15:26

The Low Incomes Tax Reform Group explains some of the tax aspects of cashing in small pension funds, and where it may be possible to claim a tax refund when the funds are paid out.

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Discounted Gift Schemes

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Tax Articles - Tax-Efficient Investments
Written by Bob Fraser MBE, MBA, MA, FPFS, TEP   
Saturday, 26 May 2007 05:07
Bob Fraser, MBE, MBA, MA, FPFS, TEP comments on recent HMRC guidelines on a popular form of inheritance tax planning arrangements.
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