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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.


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Swallow Financial Advice Newsletter

The latest news from Swallow Financial Planning and the financial industry