Tax and Estate Planning Archives | Shorts Wealth Management

4th May 2022

Counting the cost of the frozen tax landscape

The cost of living squeeze looks likely to be further constricted from April as rising taxes bite. How can you plan for the effect?

31st January 2022

Set the clock for year-end planning

There will be no Budget in spring 2022, leaving the path clear for your year-end tax planning.

25th January 2022

Social care plans for England: Not all they seem?

The long-awaited details of funding new social care plans for England have been released – with associated UK-wide tax rises.

8th October 2021

Important Changes for the Self-Employed

It was a busy summer for government announcements for the self-employed. Important tax changes are worth bearing in mind for the future.

9th September 2021

The Future of Inheritance Tax

Most over 55s have no idea whether there might be inheritance tax (IHT) to pay on their estate — or what the liability might be. With change on its way, understanding IHT may be more important now than ever.

22nd July 2021

The Rise of Second Homes

The number of people purchasing second properties in the UK has boomed according to government figures, with the total number of second homes rising 30% over the past five years.

15th July 2021

Coming in from the cold: Tax Planning for families

The freezing of many tax thresholds and allowances has increased the importance of family tax planning.

15th February 2021

Will the UK Introduce a Wealth Tax?

The UK budget deficit is currently forecast as £394 billion for 2020/2021. A deficit of some degree is entirely normal, but to put this in context, the 2019/2020 deficit was £56 billion. This suggests that the Covid19 pandemic has cost the UK...

24th November 2020

5 Errors to Avoid When Creating Your Estate Plan

When most people think about a financial plan, they think about pensions, investments and achieving their lifetime goals. Estate planning is often a lower priority, which is understandable. After all, no one wants to think about what will happen...

1st May 2020

The COVID-19 pandemic

The spread of COVID-19 has changed the outlook for everyone. It’s a worrying time for everyone looking to safeguard livelihoods and financial futures.

26th March 2020

Our offices may be closed, but you can still contact us

In what continue to be challenging, unique and unprecedented times our offices are now both closed following Monday evening's announcement by the Prime Minister. Our team are now working almost entirely from home to support our clients

18th March 2020

Covid-19 and our services

In light of the latest advice issued by the government on Monday 16th March, we have issued the following statement:

News

Counting the cost of the frozen tax landscape

Set the clock for year-end planning

Social care plans for England: Not all they seem?

Important Changes for the Self-Employed

The Future of Inheritance Tax

The Rise of Second Homes

Coming in from the cold: Tax Planning for families

Will the UK Introduce a Wealth Tax?

5 Errors to Avoid When Creating Your Estate Plan

The COVID-19 pandemic

Our offices may be closed, but you can still contact us

Covid-19 and our services