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Read more by Richard Pott

Gifts from the bank of Mum or Dad
As more young people turn to the bank of mum and dad, or grandparents, for help getting on to the property ladder,…
Read more 20180731
What to do when someone dies – your financial obligations
We've put together a summary of the steps required, looking at Inheritance tax, personal tax and other issues.…
Read more 20200515
14 May 2020
COVID-19: Make sure your will is valid and reflects your intentions
While you may be in a hurry to get something in place, it is worth getting some advice to help both with tax planning…
Read more 20200514
Minimising inheritance tax using the Residential Nil Rate Band
Planning is required to secure the full £175,000 rate on property left to direct descendants…
Read more 20200605
The benefits of long-term financial planning - is a company right for you?
A company structure can significantly enhance the stability of your and your family’s future…
Read more 20200619
Is now the time for you to make lifetime gifts?
One of the main ways to reduce the inheritance tax (IHT) payable on death is to transfer assets during life to avoid…
Read more 20200901
Have you considered a charitable bequest to reduce Inheritance Tax?
Did you know that giving over 10% of a taxable estate to charity could give you a 10% discount on your IHT rate?…
Read more 20201202
Making the most of Gift Relief on the transfer of business assets
With a CGT rate increase becoming more and more likely, you may wish to consider taking advantage of Holdover Relief.…
Read more 20201202
3 March 2021
Spring Budget 2021: No personal tax rate changes, but allowances to be frozen
The tax triple lock covering income tax, NIC and VAT rates remains in place and the highly anticipated increase in…
Read more 20210303
Inheritance Tax (IHT) relief for assets that have fallen in value
As well as the devastating loss of loved ones, COVID-19 has led to a fall in the value of assets, which may lead to…
Read more 20210406
How to calculate Quick Succession Relief (QSR) for estate administration
When an estate includes assets recently inherited the question arises of whether QSR may apply. Calculating the…
Read more 20210803
Approaching retirement? Here’s how to reduce your Inheritance Tax bill
You may be thinking more about estate planning in the wake of the COVID-19 pandemic. And in particular, planning to…
Read more 20210825
7 March 2022
Business Relief and Inheritance Tax - maximising the benefits
If you’re a business owner, a Partner in a partnership, or hold shares in qualifying trading companies, you should…
Read more 20220307
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