Resource Centre

Personal Finance

Laurence Moore

24 Apr 2012

Virtual Cabinet portal instructions

Using our Virtual Cabinet system and its Portal we can now send documents to clients easily and securely for electronic signature and allow them to log in and view the documents at any time, using the same system. Here are the instructions for using the portal. 
Ruth Chapman

3 Apr 2012

Charitable Giving

If you are thinking of making a gift to charity, this fact sheet summarises how to make tax-effective gifts...
Ruth Chapman

3 Apr 2012

Inheritance Tax

Inheritance tax (IHT) is levied on a person’s estate when they die, and certain gifts made during an individual’s lifetime. Most gifts made more than seven years before death will escape tax. Therefore, if you plan in advance, gifts can be made tax-free; the result can be a substantial tax saving. We give guidance in our fact sheet on some of the main opportunities for minimising the impact of the tax...
Sarah Grandison

3 Apr 2012

Taxation of the Family

Individuals are subject to a system of independent taxation so husbands and wives are taxed separately. This can give rise to valuable tax planning opportunities. Furthermore, the tax position of any children is important. Marriage breakdowns can also have a considerable impact for tax purposes. In our fact sheet, we highlight the main areas of importance where advance planning can help to minimise overall tax liabilities...

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