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Financial Planning

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What is Tax Planning?

October 2019

Tax Planning

Tax planning is the minimization of one’s tax liability through the best use of all available allowances, deductions, reliefs, exclusions and exemptions. Tax planning is usually (and most effectively) undertaken by a professional. Tax planning can be separated into two main areas, corporate and personal. What is corporate tax planning? Corporate tax planning is undertaken […]

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5 Reasons to Make Pension Contributions Before April

February 2018

As we approach the end of the tax year, it might be worth considering making contributions toward your pension. There are several good reasons for this which we will cover in this blog, whether some or all these reasons apply to you will depend largely on your current circumstances. 1. Maximise your annual tax relief […]

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The Help to Buy ISA vs Lifetime ISA – The Key Differences

April 2016

House outline held in hands

Until recently, the Help to Buy ISA was the king of savings accounts. However, in the recent budget, it was revealed that there will soon be a new kid on the block. The Help to Buy ISA adds an extra 25% to savings intended to be used for a deposit towards a first home. The […]

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Tips to Plan for the End of the Tax Year

March 2016

Blue End of Tax year graphic

*Featured In The EDP Norfolk Magazine* April 5th signals the tax year end, so here a few tips to put into practice before then to help keep the tax man at bay. Income Tax Review income levels of you and your family to see if there is any margin for ‘switching’ income from you to […]

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Six Ways to Reduce Inheritance Tax Costs

November 2015

Photo of Philip Hunt, Head of Tax at Aston Shaw

Here are six ways you can cut your IHT costs, please note this is a brief overview and there may be exceptions to some of the methods presented in this article. If you wish to discuss your particular circumstances, please contact me, Philip Hunt on 01603 616300 or email me at philip.hunt@astonshaw.co.uk Gifts Gifting involves […]

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Wills and Intestacy

November 2015

Photo of Philip Hunt, Head of Tax at Aston Shaw

The vast majority of people have not made a Will and the administration of their estates will fall under the intestacy rules, statutory rules which direct how an estate is to be distributed. Naturally these rules are arbitrary and will not divide your estate as you wish nor are they necessarily Inheritance Tax efficient nor […]

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‘Where there’s a Will there’s a way’

November 2015

Photo of Philip Hunt, Head of Tax at Aston Shaw

In the past I have referred to inefficiencies from an Inheritance Tax standpoint of not making a Will and the personal representatives of your estate having to pay Inheritance Tax early or unnecessarily. However we are not just talking about Inheritance Tax but your estate not being distributed as you wish. They say, ‘size doesn’t […]

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The 6 Key Steps to Inheritance Tax Planning

October 2015

Photo of Philip Hunt, Head of Tax at Aston Shaw

Planning inheritance tax (IHT) is something we all need to consider at some point in our lives, and there are generally 6 key steps to the process: Step One: Families should first seek professional advice, as inheritance tax planning can be a complex process. We at Aston Shaw can work alongside solicitors to migrate the […]

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