Hart Greaves News

What is a Venture Capital Trust (VCT)

By hartgreaves / 19th October 2014 / Comments Off on What is a Venture Capital Trust (VCT)

The clue is in the name “Venture.” A VCT is a Government approved vehicle to encourage investment into certain smaller companies’ tax efficiently. There are different levels of risk. Some are very high and others are less risky yet still carry a level of risk. The main features: Income Tax Relief of 30% of any investment made. If […]

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End of 55% Tax Charge on Pensions

By hartgreaves / 19th October 2014 / Comments Off on End of 55% Tax Charge on Pensions

Under the new system, anyone who dies below aged 75 will be able to give their remaining defined contribution pension to anyone completely tax free, whether it is in a drawdown account or untouched as long as it is paid out in lump sums or is taken through a flexi access drawdown account. This does […]

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Reducing Inheritance Tax Immediately – Discounted Gift Trust. (DGT)

By hartgreaves / 16th October 2014 / Comments Off on Reducing Inheritance Tax Immediately – Discounted Gift Trust. (DGT)

Who are they for? Anyone who wants to mitigate Inheritance tax. Example Mr and Mrs Smith are both in their mid 70’s. They have cash of £200,000  which they  will not need access to during their life time. However, they do want and need an income. The income has to be specified at the beginning. It […]

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Chartered Financial Planners

By hartgreaves / 19th January 2014 / Comments Off on Chartered Financial Planners

Hart Greaves IFA in Bath have been awarded ‘Chartered Financial Planners’ Status by the Chartered Insurance Institute (CII). The ‘Chartered Financial Planners’ designation means that we have satisfied rigorous criteria relating to professional qualifications, on-going professional development, ethical standards and good practice in our business. Having the ‘Chartered’ designation recognises professionalism at every level of […]

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