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How taper relief applies to gifts
Michael explains how taper relief applies when you make a gift.
Michael Roberts FPFS
Mar 253 min read
1 view


Now's a great time to gift
How to maximise the IHT Annual Exemption to Gift £9,000 (or £18,000 for a couple): A Step-by-Step Guide
Michael Roberts FPFS
Mar 54 min read
61 views


IHT on pensions
All pension funds will soon be subject to IHT on death. Michael explains the potentially significant impact this will have for many.
Michael Roberts FPFS
Nov 20, 20244 min read
122 views


Paying tax on savings interest
How to report and pay any tax that may be due on savings interest.
Michael Roberts FPFS
Sep 5, 20243 min read
41 views


Spring Budget Summary
A summary of the 2023 Spring Budget.
Michael Roberts FPFS
Mar 15, 20233 min read
118 views


Cash - are interest rates interesting again?
Whilst cash is not usually a suitable home for money that is expected to be sitting around for the longer term, we usually recommend...
Michael Roberts FPFS
Dec 13, 20223 min read
74 views


Autumn Statement Summary
The Chancellor of the Exchequer Jeremy Hunt delivered his Autumn Statement to Parliament yesterday, following several weeks of commentary...
Michael Roberts FPFS
Nov 18, 20224 min read
83 views


Mini-Budget - 2 minute guide (Updated)
A quick summary of today's mini-budget.
Michael Roberts FPFS
Sep 23, 20223 min read
127 views


Important information for Trustees
Trustees are required to register with the Trust Registration Service by 1st September 2022. If you're a trustee, find out more here.
Michael Roberts FPFS
Jun 21, 20222 min read
76 views


Autumn Statement Summary
The Chancellor of the Exchequer, Rishi Sunak, delivered his Autumn Statement today. This was not a "proper" Budget; which this year took...
Michael Roberts FPFS
Oct 27, 20213 min read
41 views


Tax Rises and Social Care - What we know so far
It was announced today (after much speculation) that some new measures would be brought in as part of the new care funding solution for...
Michael Roberts FPFS
Sep 8, 20213 min read
46 views


Working through an Umbrella Company
In the past, many individuals have undertaken contract work through their own limited company. Following recent changes to the IR35...
Michael Roberts FPFS
May 10, 20211 min read
32 views


Budget Summary
The Budget Statement was delivered by Chancellor of the Exchequer, Rishi Sunak earlier today. It takes place following what has...
Michael Roberts FPFS
Mar 3, 20215 min read
24 views


Coronavirus Business Support Tool
There have been a baffling wave of announcements for the support available to businesses during the current difficult times. To help...
Michael Roberts FPFS
Apr 23, 20201 min read
21 views


Pension contributions for high earners
Since 2016, individuals with income in excess of £110,000 have been subject to a piece of (in my view) bonkers legislation known as the...
Michael Roberts FPFS
Apr 17, 20205 min read
64 views


Tax Helpline to support Coronavirus affected businesses
HMRC has a set up a phone helpline to support businesses and self-employed people concerned about not being able to pay their tax due to...
Michael Roberts FPFS
Mar 20, 20201 min read
10 views


Should I buy a property to let?
When we speak to people who have money to invest, often their first thought is to buy a property to let. Purchasing property as an...
Michael Roberts FPFS
Jul 20, 20195 min read
25 views

Tax changes on Buy to Let Properties
The start of the new tax year saw further tax changes for landlords, with the amount of mortgage interest that can be offset against...
Michael Roberts FPFS
Jul 6, 20192 min read
22 views

Inheritance Tax Review
The Office of Tax Simplification (OTS) published its long awaited report on the reform of Inheritance Tax this morning. Whilst the report...
Michael Roberts FPFS
Jul 5, 20192 min read
18 views


Check your tax code online
HMRC have further expanded their online services recently in their "making tax digital" campaign. It is about this time of year that, if...
Michael Roberts FPFS
Apr 1, 20191 min read
22 views
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