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Time to act on discretionary trusts

Wednesday, August 25, 2010 | Posted by: Fiona Cullinan
Categories: Personal, Protecting your wealth | Tags: tax, tax planning, income tax, income, trusts, refunds, Rachael Dronfield, dividends, discretionary trusts, interest

A little-known change to income tax will have major repercussions for beneficiaries of some trusts, says Rachael Dronfield, Tax Manager at Grant Thornton.

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Seven quick wins for the end of the financial year

Wednesday, March 24, 2010 | Posted by: Richard Jameson
Categories: Protecting your wealth | Tags: tax planning, inheritance tax, CGT, Richard Jameson, IHT, tips, bonuses, UK residency, spouse, dividends, Gift Aid, tax rates, ISA, 5 April, Capital Gains Tax

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There are just a few days left before the end of the tax year but there is still time to act if you want to keep your tax bill to a minimum. No need to get bogged down in lots of paperwork – here are seven simple steps you can take…

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