Articles & Updates
A WIll at any cost?
Date: November 2010
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
Panorama report - Will writers exposed The scenarios played out in the Panorama programme aired in August regarding Will writers were a salutary reminder that you do not always get ...
Investment markets – how is 2010 shaping up?
Date: April 2010
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
John Cotton, Head of our Financial Services team, takes a look at the current situation in the investment markets. Although we have seen fantastic returns from many asset classes over ...
A look at the recent Budget
Date: April 2010
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
The Chancellor's Budget 2010 included little in the way of headline grabbing measures. One change which had not been predicted was the freezing of the Inheritance Tax Nil Rate Band ...
Tax planning and trusts – what’s changing?
Date: April 2010
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
Tax planning involving trusts has been a rapidly changing field over the last few years. The latest change is that from 6 April 2010 discretionary trusts, the most common tax planning vehicle, ...
Creative Inheritance Tax planning
Date: April 2010
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
It is said that in life only two things are certain; death and taxes. Often a large chunk of the latter follows the former. With well thought out planning, however, ...
If you have a business, good tax planning can avoid or reduce future tax liability
Date: September 2009
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
Business property relief from inheritance tax (BPR) is available to interests in trading businesses including those of sole traders. It also covers Alternative Investment Market (AIM) shares but not investment ...
Despite an increase in statutory legacies there are still very good reasons to make a Will.
Date: September 2009
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
In February this year the statutory legacies payable to a surviving spouse on intestacy were increased but problems remain for the family of those who die without a Will. When ...
Investment markets update –a balancing act
Date: September 2009
Publication: Your Future Matters
Service: Financial Services (Business); Financial Services (Individual); Wills, Trusts & Estate Planning
John Cotton, Director of Pannone's Financial Services team looks at what's happening in the markets as they appear to be recovering and what areas we can look at ...