Author Archives: David Evans

A future full of change – Expert Budget 2017 View

According to Philip Hammond, yesterday’s Budget was one for “supporting families and business in the near term; setting a path to a prosperous, more open Britain; and building an economy that is fit for the future.” Perhaps the biggest news … Continue reading

Report: HMRC scrutinise R&D tax relief applications as the number of claims rises

Following research by international law firm Pinsent Masons and as reported in CCH Daily, the amount of R&D tax credits that are being investigated by HMRC has risen four-fold from £90m to £425m in the past year. With the amount … Continue reading

Using business relief to combat rising inheritance tax figures

As reported in Professional Adviser, the latest Office for Budget Responsibility figures are reporting that inheritance tax (IHT) paid to the government will break the £5bn mark in 2017, potentially reaching £6.2bn by 2022. So these reports beg the question, … Continue reading

How to value your estate for Inheritance Tax purposes

To value an estate for IHT purposes you need to list out all the assets and work out their value at the date of death. Common assets include the following: (this is not a full list) Money Property & land … Continue reading

Top planning tips for Inheritance Tax

We’ve put together our top planning tips for Inheritance Tax and how you can reduce your IHT and protect your assets. Live 7 years! If you give assets away and survive 7 years then there will be no IHT on … Continue reading