Company news

Inheritance Tax

27th July 2015

The late Lord Roy Jenkins was once attributed with saying “inheritance tax is broadly speaking a voluntary tax paid by those who distrust their beneficiaries more than they dislike the Inland Revenue.

Junior NISAs

03rd July 2015

Introduced in 2011, Junior ISAs (and now NISAs) work exactly the same way as adult NISAs other than reduced limits of £4,080 per tax year.

The launch of MoneyDoctor’s Discretionary Investment Management Service

01st July 2015

We are delighted to announce the launch of a new andexclusive MoneyDoctor service for our clients.

Honey I shrunk the Annual Allowance again!

25th March 2015

The Chancellor’s recent announcement in the Budget is that the Lifetime Allowance (LTA) is going to reduce to £1m from 6th April 2016.

Tax free savings just got a whole lot NISA

22nd March 2015

In his budget on 19 March 2014 the Chancellor George Osborne replaced one of the nation’s favourite saving schemes, the Individual Savings Account or ISA, with the imaginatively entitled New Individual Savings Account or NISA. NISA by name and nicer by nature.

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