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Category Archives: Tax Planning

When Setting New Year’s Resolutions Be Sure to Rethink Your Financial Goals

Financial Planning, Holidays, Retirement, Tax Planning

If your New Year’s resolutions rarely last until Valentine’s Day, this might be the year to stop “resolving” and start setting goals. What’s the difference? “I’m going to be healthier” is a common resolution. It begs the question, “How?” Folks who can’t answer that question usually get frustrated and abandon their resolutions before they start. […]

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New Main Residence Nil Rate Band Planning – Causeway Coast Inheritance Tax Planning

Inheritance Tax Planning, Legacy Planning, Market Commentary, News, Tax Planning

New Main Residence Nil Rate Band Planning This will benefit individuals with direct descendants who have an estate, which includes a main residence, with total assets above the current inheritance tax threshold, or nil-rate band. What is the “Main Residence Nil Rate Band”? It will introduce an additional nil-rate band when a residence is passed […]

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