- Watermark Wealth Management.

Tax planning checklist 2012/13 for you,
your family and your business
Make sure you take advantage of the wide range of year-end tax planning opportunities available this year. Here is our checklist of the main top ten areas to consider for you, your family and your business.
For myself AND my family […]

Reducing the size of your estate through increased spending or gifting
Inheritance tax (IHT) is generally payable upon death and during the life of someone where they give away assets. IHT can be reduced significantly by tax planning in advance.
Everyone is entitled to an IHT-free allowance of £325,000 in the current 2012/13 […]

You need to take action while you’re still alive
Parents could boost the value of their children’s inheritance by thousands of pounds if they start to take action while they are still alive. Something as simple as using surplus pension income to pay into a pension for their children can make a […]

Make sure your loved ones get your hard-earned money and not the taxman
Estate preservation doesn’t only affect the very wealthy. Rising property prices have meant that it’s now an issue for an increasing number of people. So what are the areas you need to consider to protect your wealth?
Write a will
A […]

Are you claiming higher rate pensions tax relief?
If you pay higher rate tax you will not receive tax relief automatically on your personal pension contributions unless you claim it. This means that someone earning more than £42,475 in the current financial year could potentially be losing a fifth of the value of their pension […]

How much of your hard-earned money will the taxman get his hands on?
Inheritance Tax (IHT) in the UK may be one of life’s unpleasant facts but IHT planning and quality advice could help you pay less tax on your estate.
For the 2011/12 tax year, no IHT is charged on the value of your estate up […]

Welcome to our guide to Inheritance Tax, dedicated to helping you mitigate the potential effects of Inheritance Tax on your estate, whether you are considering the use of family trusts or alternative solutions. Your wealth might encompass businesses, property and investments in the UK and abroad that require specialist considerations.
Potential Inheritance […]