Investments

Deborah’s Digest

There have been a number of articles in the media recently about pension and tax issues.

Here’s what’s been reported, along with our Deborah’s take on them:

 

 

Use pensions to beat inheritance tax
Pensions can help you avoid inheritance tax bills, says the Mail. If you have a defined contribution pension plan, its

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Autumn round-up

This month – are you a net contributor to the state system? who takes the most out (and who pays the most in?);  capping energy bills and increasing rental income.

 

Rental cost soars
The amount of rent paid on residential properties in the year to June was £54 billion, says the Financial Times, having

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Owing tax in UK on money or assets abroad

In the last couple of years, HM Revenue & Customs (HMRC) has been getting more and more access to financial information about people’s overseas accounts and investments. This is thanks to agreements to increase global tax transparency and covers more than 100 jurisdictions worldwide.

 

HMRC therefore has unprecedented levels of information to

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Summer round-up

Childcare, property news, waiting longer for the State pension, student debt, care worries, losing out by not seeking help, fixing mortgage repayments, charitable donations on the up, and we’re not living as long as we thought we might!

All here – and more – in our Summer news round-up.

 

Summer childcare costs rise
The

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Guy’s grapevine

Every year I go cycling for charity – various distances, different challenges, all great causes.

The other thing these events all have in common is the encouragement I get from the rest of the Logic team…like

should you really wear lycra at your age?“,

try and get through fewer Mars bars

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The dividend allowance cut – what’s the damage?

Dividend-One of the few surprises in the March Budget was the announcement of a cut to the dividend allowance to come in from 2018/19.  

The dividend allowance first saw the light of day in the post-election Budget of July 2015.

 

 

It was designed primarily to discourage self-employed business owners from using

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