Tax Plan
Tax planning help and tips, saving you money
Tax Plan Videos
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3 Ways Pensions Reduce Income and Tax for Benefits
3 Way Save
Three not commonly known ways that pensions can save you money, save you tax, get child ...
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Bed and ISA Investment
Bed ISA
If you have not used this year's ISA allowance but you hold equity investment funds or ...
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Regular Trading in Shares and Cryptocurrency
Trading Taxes
We explore taxes when you trade both irregularly and regularly in shares, currency and cryptocurrency. E.g. ...
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Overseas Workday Relief Non Dom
Non Dom Relief
Video explores the use of overseas workday relief for high earners for non-domicile now UK resident ...
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HMRC Tax The Facts Are The Facts
Tax Defaqto
Video looks at people deciding for themselves whether they are resident, domicile or non domicile or ...
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Does Dividend Allowance Affect Personal Allowance
Dividend Allowance
Video explains if the Dividend Allowance affects Personal Allowance, particularly when looking a which income tax ...
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Personal Tax Account
Personal Tax Account
Demo of your HMRC personal tax account online offering access to your complete tax, self assessment, ...
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Marriage Allowance How To Apply
Marriage Allowance How To Apply
Marriage allowance is where a low income spouse/civil partner can transfer up to £1,100 of any ...
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Self Assessment Deadline Dates
Self Assessment Deadline Dates
Video explains the latest dates for registration for self assessment as well as latest paper filing ...
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Pension Scheme Pays Annual Allowance Tax Charge
Pension Scheme Pays Annual Allowance Tax Charge
Video looks at how a pension scheme is allowed to pay an annual allowance tax charge ...
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What is N Code Tax for Marriage Allowance
What is N Code Tax for Marriage Allowance
Video explains what the N Code is on a Tax Notice and how the Marriage Allowance ...
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Pension Contributions When Annual Allowance Capped
Pension Contributions When Annual Allowance Capped
Apart from the usual tax charge here's an alternative way to pay pension contributions when your ...
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Adjusted Income and Threshold Income
Adjusted Income and Threshold Income
Don't get tax smashed for paying too much in pensions. Video explores the Threshold Income test ...
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Buy to Let Mortgage Interest Tax 2017 2020
Buy to Let Mortgage Interest Tax 2017 2020
Video - Is the buy to let mortgage dead for higher rate tax payers? We explain ...
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Will Pension Lifetime Allowance Increase or Disappear
Will Pension Lifetime Allowance Increase or Disappear
Video explores speculation that the Pension Lifetime Allowance will Increase or could Disappear in Budget 2016 ...
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HMRC Accelerated Payment Notice
HMRC Accelerated Payment Notice
Video explores when an Accelerated Payment Notice may be issued by HMRC to force you to ...
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Calculate How Much To Drawdown From Pension
Calculate How Much To Drawdown From Pension
Video shows you how to work out the how much to drawdown gross from your pension ...
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Scottish Income Tax Rate
Scottish Income Tax Rate
Video explores the start of Scottish Rate of Income Tax, SRIT, how it will work and ...
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New Dividend Tax Self Employed v Limited Company
New Dividend Tax Self Employed v Limited Company
Video explores the issues of trading as a limited company with the new dividend tax in ...
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January Tax Self Assessment Prepare Early
January Tax Self Assessment Prepare Early
Quick reminder video about starting to prepare all your records for self assessment tax returns in ...
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Pension Flexible Drawdown Tax Explained
Pension Flexible Drawdown Tax Explained
Video explains how large lumps drawn down from a flexible pension after the tax free lump ...
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110000 Threhsold Income Pension Annual Allowance
110000 Threhsold Income Pension Annual Allowance
Video explains how to work out £110,000 threshold income for annual allowance to avoid taper reduction ...
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Reduced Tapered Pension Annual Allowance 2016
Reduced Tapered Pension Annual Allowance 2016
Video explains how the maximum amount you can save each year in a pension for high ...
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Double Pension Annual Allowance 80000
Double Pension Annual Allowance 80000
Video explains the merger of pension input periods with tax year pension annual allowance and how ...
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Tax Relief Personal Contributions to Company Pension
Tax Relief Personal Contributions to Company Pension
Video explains how the 'net pay' arrangement works for personal contributions from pay to a company ...
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Tax Relief on a Personal Pension
Tax Relief on a Personal Pension
Video explains the simple way that tax relief is added to personal pensions at basic rate ...
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Pension Lifetime Allowance 2016
Pension Lifetime Allowance 2016
Video explores the cut in Pension Pension Lifetime Allowance in April 2016 from £1.25 to £1m ...
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Reduced Annual Allowance High Earner
Reduced Annual Allowance High Earner
Video explores impact of Summer Budget 2015 and reducing the pensions annual allowance if you are ...
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UK Wealth Tax Speculation
UK Wealth Tax Speculation
We explore the possibility of a possible Wealth Tax in the UK as part of a ...
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Offsetting Rental Property Losses
Offsetting Rental Property Losses
Video explores the ability to offset rental property losses, however, there is a quirk where even ...
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Week 1 Month 1 Emergency Tax Explained
Week 1 Month 1 Emergency Tax Explained
Video looks at how emergency tax on a week 1 month 1 basis is taxed and ...
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Claim Back Tax Deducted From Pension
Claim Back Tax Deducted From Pension
Video looks at how pension drawdown is taxed at source and how you can claim back ...
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How Is Flexible Pension Drawdown Taxed
How Is Flexible Pension Drawdown Taxed
Video explains how flexible pension drawdown is taxed and at what levels of tax and what ...
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Pay No Tax Flexible Pension Drawdown
Pay No Tax Flexible Pension Drawdown
We show you how to reduce and avoid altogether income tax when drawing down pension funds ...
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No Tax Due Do I Need To Do Tax Return
No Tax Due Do I Need To Do Tax Return
Video explores that in many cases, even if you have not made a profit or indeed ...
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5000 Pounds Interest Tax Free Allowance
5000 Pounds Interest Tax Free Allowance
Video explores the new £5000 Savings Interest Tax Free Allowance available for lower income pensioners and ...
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3000 Pounds Annual Money Gift Explained
3000 Pounds Annual Money Gift Explained
Video explains the £3000 annual gift exemption for inheritance tax plus details of others gifts you ...
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Budget 2015 Personal Savings Allowance
Budget 2015 Personal Savings Allowance
Chancellor confirms a new Personal Savings Allowance of £1000 interest tax free for a basic rate ...
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Budget 2015 Stop Self Employed Class 2 National Insurance
Budget 2015 Stop Self Employed Class 2 National Insurance
Chancellor confirms that flat rate class 2 National Insurance for self employed will stop but we ...
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HMRC Let Property Campaign
HMRC Let Property Campaign
Video and article warning looks at HMRC Let Property Campaign and an amnesty to pay taxes ...
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Savings Zero Tax Rate and 5000 Allowance
Savings Zero Tax Rate and 5000 Allowance
Video explains the zero rate of income tax for savings interest and the savings allowance for ...
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What Is An NT Tax Code No Tax Code
What Is An NT Tax Code No Tax Code
Video explains what a HMRC NT (no tax) Tax Code is. When you get an NT ...
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Chargeable Event Certificate
Chargeable Event Certificate
Video explains what a chargeable event certificate is for full and partial cashing in for investment ...
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High Income How To Get Personal Allowance Back
High Income How To Get Personal Allowance Back
This video will explain how to get your personal allowance back if you have high earner ...
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High Income Lost Personal Allowance
High Income Lost Personal Allowance
Video where we explain the rules on personal allowance, why you lose it if you have ...
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Self Assessment Tax Return Service
Self Assessment Tax Return Service
Video explains our simple approach for our Self Assessment Tax Return Service and making it easy ...
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Reason To Get Married
Reason To Get Married
A video explaining some financial and tax advantages in getting married or a civil partnership...
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Uniforms Tax Allowance
Uniforms Tax Allowance
Video on claiming an additional Uniforms Tax Allowance from HMRC. Usually the allowance is £60 per ...
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Passenger Business Mileage Rate
Passenger Business Mileage Rate
Video on passenger business mileage rate when you have a work colleague with you...
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Private Car Business Mileage Rates
Private Car Business Mileage Rates
Video on Private Car Business Mileage Rates, what if you receive not the full allowance from ...
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High Rate Taxpayer Mortgage Strategy
High Rate Taxpayer Mortgage Strategy
Maximising your pension contributions and using the funds correctly when you reach 55 could allow you ...
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Impact of Interest Rate Rises
Impact of Interest Rate Rises
We would suggest that you plan for interest rates rising on your mortgage so you know ...
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Share Price Matching
Share Price Matching
Share matching is a way of stopping people manipulating their capital gains tax allowance.This is done ...
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Tax Return Late Fees
Tax Return Late Fees
If you file your HMRC tax return just one day late you are issued to a ...
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Paying Inheritance Tax When Alive
Paying Inheritance Tax When Alive
Inheritance Tax is not just a tax paid on death, it may be paid when a ...
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Property Sale Exemption Rule
Property Sale Exemption Rule
The three year rule allows a property that was previously your main residence to be free ...
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ISAs and Saving Tax
ISAs and Saving Tax
When banks add interest to your savings tax will have already been taken from it.If you ...
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Director National Insurance
Director National Insurance
As a director of a limited company you are an employee.You pay national insurance contributions on ...
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Limited Company Taxation
Limited Company Taxation
Taxation for directors of limited companies is different to employees. If you are having trouble calculating ...
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Self-Employed National Insurance
Self-Employed National Insurance
If you are self-employed then national insurance contributions are calculated depending on profits.At the date of ...
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Self-Employment Income Tax
Self-Employment Income Tax
When you are an employee income tax is automatically deducted, when you are self-employed it is not....
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Nil Rate Band Without a Will
Nil Rate Band Without a Will
Alistair Darling made it so if you die without using up all of your nil rate ...
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Sharing Inheritance Tax Allowances
Sharing Inheritance Tax Allowances
Currently if someone dies they have an inheritance tax allowance, where everything under the nil rate ...
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Inheritance Tax Allowance
Inheritance Tax Allowance
Sadly upon death your estate might be taxable. The highest rate for inheritance tax due is ...
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Discounted Gift Trust Rate Changes
Discounted Gift Trust Rate Changes
The current income assumption is 5.25%. As from the 1st of December 2013 HMRC will reduce ...
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Working From Home
Working From Home
Working from home tips and help. Help with tax planning and offsetting business costs....
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How Long to Keep Tax Records
How Long to Keep Tax Records
If HMRC were to contact you regarding unpaid tax and you have no tax records, there ...