Tag Archives: Tax Planning

Thinking About Stepping Back One Day? Apple’s CEO Handover Has a Lesson for You

succession planning

Last month, Apple announced that Tim Cook will step aside as Chief Executive on 1 September 2026, handing over the role to John Ternus, the company’s long‑standing head of hardware engineering. Cook isn’t stepping away completely; he’ll still remain involved as executive chairman, helping support the transition and ensure continuity. Apple described this change as […]

Gifting for Inheritance Tax

Inheritance Tax

In recent years, the allowances for Inheritance Tax (IHT) have remained stagnant. Consequently, an increasing number of individuals are now liable to pay this tax, which is commonly known as the “death tax”. To mitigate this tax, gifting for Inheritance Tax has become more prevalent. If you are not familiar with how IHT works, here’s […]

Do you want to transfer the ownership of your investments to your spouse to save tax?

Have you been thinking that if you could just transfer some of your investment income to your spouse then you will have a lower tax liability? If so, you are not the only one.  This is a common question when we prepare client’s tax returns. Having just completed the tax season and nearing the end […]

Research & Development (R&D) – Tax Breaks

The government has committed to investing £22 billion in R&D by 2025 and this was again confirmed in the 2021 budget. The UK is recognised as a world leader when it comes to research and innovations