Hi Have a client who died leaving a 100% share of a house to his spouse. The house had solar panels which the client sold excess electricity generated back to the grid. He opted not to receive that, and instead it was rolled up by the scheme administrator or ... Continue Reading
My father passed away suddenly last year. I've lived with my parents for many years, due to poor health. I would like to remain living in the house, assuming I outlive my mother. The total estate value is significantly below the current £1m IHT threshold for married ... Continue Reading
When I fill in my sa109 I am asked "am I resident for tax purposes" In the country that I am resident? . Would it make any difference if I'm resident for tax purposes or not . If so what difference could it make whether I am or not? I'm not resident in the ... Continue Reading
Hi all, I’m reposting this here for a wider perspective — I know some of the same people are active on this forum, so to avoid repetition I’ve included all the details up front. Facts: • Property currently in my sole name, bought ~1 year ago as our family ... Continue Reading
Hi, I have a number of stocks assigned to me by my previous employer who is listed in NYSE, but incorporated in Ireland. Every quarter when I get a dividend on these stocks, a 25% Irish dividend withholding tax is charged. When calculating taxes on dividends, can ... Continue Reading
I have a share payout due in November which is going into a share account I wish to take out a lump sum sum to pay debts If I do this in November what cgt will be payable, should I put into an ISA and then cash from there or can I put in an ISA in my name and ... Continue Reading
Hi I recently paid CGT of just over £9500 following the sale of a property that I had a part share in. After paying the CGT it occurred to me that that I was perhaps too hasty. Let me explain. I use an investment management company to invest in stocks / shares ... Continue Reading
Hey folks I rent out a couple of apartments on sites like Airbnb, and man, keeping up with all the bookings for tax purposes is a headache. Between partial payments, cancellations, and different fees, it’s tricky to know exactly what to report for income tax ... Continue Reading
