KNOWLEDGE & RESOURCES

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Why tax planning is crucial from launch: your start-up to-do list

At a glance Tax planning can feel like a low priority for new business owners as you understandably focus on getting sales and operations off the ground. But optimising your tax position is just as valuable in a start-up as it is in larger organisations. Smart fiscal planning from launch can significantly impact your cash […]

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Everything you need to know about tax in retirement

At a glance Once you retire, you pretty much stop paying into your pension and started drawing it. However, many people keep contributing, or keep their pension invested for most of their retirement. Understanding how your tax position changes when you stop working is an important practical step to staying financially healthy and secure when you retire. […]

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Understanding your emotions can make you a better investor

At a glance In this article, we look at the four most common emotional responses triggered by money – and how you can manage them. Everyone is prone to letting their heart rule their head on occasion. But if you want to be a better investor, leave your emotions at the door. Why is investing […]

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Keep it in the family with tax-smart estate planning

At a glance There comes a point in life when we start to think about what will happen after we’re gone. We all want to do the right thing for our families and loved ones, both now and when we’re no longer around. How can we leave our family, especially our children, better off and […]

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Can I pass on my pension when I die?

At a glance Many people only start thinking about inheritance when they’re writing their Will*. Deciding who gets what, and how much, certainly focuses your mind. But there is real value, and tax-efficiency, in financial planning that considers retirement and inheritance as part of the same long-term, family financial plan. Why it makes sense to […]

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Getting on top of Capital Gains Tax 

At a glance Capital Gains Tax (CGT) can trip many of us up. It’s a tax on the profit, or ‘gain’ that you make when you sell or even gift an asset that’s increased in value. It’s a complicated area of tax-planning. Some people pay who could have mitigated some or all of the tax, […]

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