Venture Capital Trusts have started their fundraising for 2019/20.   There was a time when tax year-end planning didn’t begin until a March Budget was nearing. This rhythm has now shifted. The last months of the tax year are still important. That’s because they are the point at which you should have a reasonable idea of…

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Are you reluctant to make a lump sum investment in case the timing is wrong?  FTSE 100: 1 January 2017 – 31 October 2019 It’s been both a rollercoaster and a trip to nowhere for the FTSE 100 index in recent years. The fluctuations can be seen in the graph above showing the performance of…

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When you look at your annual tax statement, have you ever wondered about the overall cost of the tax reliefs you enjoy? HMRC has published its latest annual assessment of the cost of various tax reliefs, and there are some eye-opening numbers.   If you were the Chancellor of the Exchequer, looking for a way to…

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The planned reform of probate fees in England and Wales has been scrapped.  A year ago, the government tabled proposals to increase the level of probate fees in England and Wales. The idea was to move from the current single fee approach (£155 via a solicitor, £215 otherwise) to a sliding scale, based on estate…

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Recent data show that dividends from UK shares rose by nearly 7% year-on-year in the third quarter.  The latest Dividend Monitor from Link Asset Services, the share registrars, showed that dividends from UK shares continued to grow faster than inflation in the third quarter of 2019, despite all the political turmoil the UK experienced over…

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