July 2020 – Coronavirus & Lifetime Planning

Introduction One of the effects of Covid-19 is that for some the value of their investments has gone down. Compared with the devastation Covid-19 has wrought for many that concern may not seem significant. One might see it as a “nice problem to have”. It can...

July 2019 – Death tax – making it “simples”?

The Office of Tax Simplification There is (believe it or not) something called the Office of Tax Simplification (“the OTS”). It was set up as a temporary body in July 2010 and it was put it on a permanent, statutory footing by the Finance Act 2016. As its name...