Tax & Technical
Tax & Regulation | 25 Feb 25
Triggering a chargeable lifetime transfer to reduce IHT?
It is essential to take full advantage of the various reliefs and exemptions still available
Retirement | 24 Feb 25
Pension transfer times fall as volumes rise
In 2024, around half of all transfers completed in just under seven working days
Tax & Regulation | 21 Feb 25
CGT and IHT receipts hit new highs in UK
IHT receipts rose £0.7bn compared to the same period last year
Guernsey receives ‘positive’ MONEYVAL evaluation
It was one of a very small number of jurisdictions to receive more than one top rating of ‘High’
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account