TAX EFFICIENT INVESTING
Fazil Kazmy CeMAP. CII ER1
Residential & Commercial Mortgages??BTL/HMO/MUFB??Bridging??2nd Charge Loans??Trusts Wills Equity Transfers??Property Finance??BRRR??Refurbishment??Remortgages??Capital /Raising??Expats??Business Loans??Insurance??BMVs
Just a few months after pension freedoms shook up the at-retirement market, the Summer Budget made the Conservative party’s intentions clear – the tax take must be increased, tax incentives cut and the benefit bill needs to be slashed.
The dividend tax credit was replaced, and tax rates on dividend income increased. The amount that high earners can pay tax-free into a pension was reduced. Non-domiciled individuals were hit by the Summer Budget too.
However, most family homes were taken out of inheritance tax (this will be phased in from 2017 to 2018).
Looking further into the future the Summer Budget delivered a green paper on whether pensions should be taxed like Isa’s and kicked the long-term care funding reforms into the long grass.
With all of this tinkering comes a greater need for tax planning to maximise your client’s income.
I have 29 years of Experience working as a Financial Adviser, and can provide Advice & Recommendation in all your financial matters including Property Finance ...
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