Tax and Estate Planning Archives | Shorts Wealth Management

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:

15th January 2020

Simplifying the inheritance tax rules

Major changes to inheritance tax (IHT) are proposed by the government’s Office of Tax Simplification (OTS) which could alter your estate planning

8th January 2019

Headline increases and frozen thresholds in 2018 Budget

The last Budget before Brexit proved to be more interesting than expected. In the event, Mr Hammond chose to be more radical than expected, declaring that, “austerity is coming to an end, but discipline will remain”.

25th September 2018

Stuck in frozen tax thresholds?

The value of key tax thresholds is being eroded, as elements of the income tax system lag behind inflation.

The erosion in the values of tax thresholds is known as ‘fiscal drag’ and is a highly-effective form of stealth tax used by Chancellors from

24th May 2018

New focus on inheritance tax

The government has requested a review of inheritance tax (IHT), focusing on making the system less complicated.

24th January 2018

The Scottish version of income tax unveiled

The Scottish Budget in the middle of December contained potential omens for the whole of the UK with its proposed changes to income tax bands and thresholds.

News

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

Simplifying the inheritance tax rules

Headline increases and frozen thresholds in 2018 Budget

Stuck in frozen tax thresholds?

New focus on inheritance tax

The Scottish version of income tax unveiled