Insight Category: Tax

How to Invest a Lump Sum in the UK Smart Investment Choices

Receiving a large sum of money comes with a raft of opportunities and one big...

Reduce your IHT bill by gifting directly into family pensions

Inheritance Tax (IHT) liability has always been front of mind for those passing on wealth,...

Sam Ratnage, Senior Wealth Manager

Inheritance Tax and Pensions: what to do now With James and Nick away this week...

Offshore Bond Drawdown Options How to Take Tax-Efficient Income

Offshore investment bonds can be powerful tools for building and accessing wealth in a tax-efficient...

Offshore Bonds & Inheritance Tax Planning | IHT Mitigation Guide – Tideway Wealth

Introduction Estate planning is vital for preserving your wealth and legacy across generations. By proactively...

A New Approach to Pension Drawdown

Recent Changes Impacting Pension Drawdown In the last two years there have been two developments...

Recently, we have been approached to advise clients on what their options are when it...

7 Year Rule: what you need to know

When you’re engaging in wealth planning it’s important to think not only about the rest...

You are invited to join us for our upcoming webinar, taking place on Wednesday 6...

James Baxter Market Update
With much higher and stable longer term bond rates our fixed income managers are making...