London Office: 020 3755 3235 | Ipswich Office: 01473 384 858 | Email: enquiries@swallow.financial

BROWSE THE SWALLOW FINANCIAL LIBRARY

 

Committed to remaining at the forefront of financial planning, we spend a great deal of time maintaining a comprehensive financial library for our clients.

Having recently attended various workshops on Capital Gains taxes, Andrew Swallow has been able to update our notes on the methods of mitigating Inheritance tax on private and let property.  

In addition to this, Andrew has also addressed the Chancellor’s introduction of the ‘Residential Nil Rate Band’ (RNRB).

Finally, we have updated our FAQs on Alternative Tax-Efficient Investments.  Whilst we rarely see the need for venturing into legitimate high risk tax efficient schemes, it is useful to keep tabs on the current crop of HMRC tolerated arrangements.  Having said this, no one should consider these plans without expert qualified help.

News

The latest news from Swallow Financial Planning and the financial industry

What Did Merle Know?.. July 31, 2024

What did Merle Know? - Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions.

Money Manager and sometime country artist, Merle Hazard knows a thing or two when it comes to economic questions. ...

Changes to Lifetime Allowance June 27, 2024

Due to the TTFAC, requirements providers will not agree to RBCE events without written proof of any past crystallisation events. This will cause delays and significant additional work when any client wishes to take pension benefits.

Fixed Rate or Index Linked Bonds May 16, 2024

Stick or Twist? With inflation on everyone's mind, this article aims to consider the difference between Index-Linked & Fixed Rate bonds....

Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry