Articles in the press

The Probe - December 2005

This week I’m not going to give you any tax saving ideas but this tip could potentially save a lot of money and more specifically a lot of hassle. The reason I wanted to highlight this issue is that I’ve met a couple of clients this week who don’t have Wills and thought that as they were married everything would go their spouse.  read more »

The Probe - May 2006

Charities are missing out on more than £400 million per year because Gift Aid is not always reclaimed on donations. Taxpayers can ensure Customs & Revenue tops up every donation through Gift Aid. All they need to do is tell the charity they are a taxpayer and it can reclaim the tax from the Revenue.  read more »

The Probe - June 2007

Investing into property can be tax efficient and be very profitable, as well as having the additional benefit of allowing you to spread the risk within your portfolio.  read more »

The Probe - July 2006

Once you’ve maximised your onshore investments such as pensions, ISAs and all the other options we’ve mentioned in this column you may well be interested in looking at what offshore investments have to offer you.  read more »

The Probe - August 2006

Most dentists claim tax relief on certain expenses, but you would be surprised how many dentists do not claim relief on all their genuine business expenses. The outcome of this is you may be paying too much tax!  read more »

The Probe - September 2006

In the 2005/2006 tax year HM Revenue & Customs collected £3.3bn in inheritance tax (IHT) with the average estate facing a bill of £88,000. Although the IHT threshold was raised to £285,000 in the 2006/2007 tax year and will increase gradually up to £325,000 by 2009/2010 with booming house prices many people will be facing a tax of 40% on assets over this threshold.  read more »

The Probe - October 2006

The most common route of purchasing a property with a partner is joint tenancy. However, if you have a partner, you can reduce your liability to Inheritance Tax (IHT) by over £110,000 by switching the property from joint tenancy to tenants in common.  read more »

The Probe - December 2006  read more »