For the past few months since Labour’s Budget, I have been asked by many people about the changes to Business Relief, Agricultural Property Relief, Employer National Insurance and Capital Gains Tax (CGT). However, the question that I have been asked above all is the proposal that pensions will be included in the estate for Inheritance Tax (IHT) purposes from 2027.
Explore key financial planning insights from the Autumn Budget, including tax strategies, pensions, CGT and IHT advice, shared by Dan Payne of Golden Oak Wealth Management.
What will change on 30th October when Rachel Reeves’ first Budget as Chancellor of the Exchequer is announced? I am sure you have been reading many speculations in the media, many of which are included in this article. It is certainly one of the topics that we are being asked the most about at present by our clients.
Discover how relevant life cover can be a tax-efficient benefit for directors and employees. Expert financial advisor Dan Payne from Golden Oak Wealth Management explains the advantages, structures and tax savings associated with this valuable employee benefit.
Discover the crucial steps business owners should take to protect their company and family in the event of a shareholder’s death or illness. This article explores the impacts of such events on business ownership and offers practical advice on legal agreements, life insurance and financial planning.
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