Tax Planning

Tax Planning

This is where we will keep you up to date regarding Tax Planning.


  • Post Budget What do I need to do?

    Post Budget What do I need to do?

    Now that the dust has settled on Rachel Reeves first budget, we thought some guidance about what actions to take might be more helpful than just a summary of the changes.  This blog post won’t…

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  • State Pension = Extra Work

    State Pension = Extra Work

    For decades the state pension was allowed to fall in real terms to such an extent that the UK had a real problem with pensioner poverty.  Now as we head into 2025, the basic…

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  • Give with a warm heart, not a cold hand

    Give with a warm heart, not a cold hand

    One part of the Altor service is organising wills and LPAs for our clients, but just as important is reviewing the ones they already have. We often see errors and issues with existing wills, and…

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  • Is Now the Time to Sell Your Property?

    Is Now the Time to Sell Your Property?

    One unusual feature of the UK population is our passion for property. Some parts of Europe don’t have the same obsession, but it is understandable when the political narrative for many years was the…

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  • The Curious Case of the Austrian Heiress

    The Curious Case of the Austrian Heiress

    In 2021 the then little known 30-year old Austrian, Merlene Engelhorn, found out that she was going to inherit from her grandmother. When I inherited from my grandmother several years ago, I used the…

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  • Little Known Tax Secret

    Little Known Tax Secret

    Did you know that it is possible to leave money in your will to charity and in doing so leave more money in your estate for your family? This obviously seems too good to be true…

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  • Take Control in Advance

    Take Control in Advance

    If the take-up rates of wills are worrying then the same rates for Lasting Powers of Attorney are shocking. In some ways a Lasting Power of Attorney (LPA) is even more important than a…

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  • Make Your Wishes Known

    Make Your Wishes Known

    Death is one of those subjects that uniquely we will all experience, but we rarely talk about. Try as hard as they might, even the world’s Billionaires will one day die. It is therefore extraordinary that…

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  • Tips for Business Owners – Cash in my Business

    Tips for Business Owners – Cash in my Business

    1976 was a great year; The Boys Are Back in Town was released, I was born, and Business Relief was introduced. I have no idea what the idea was behind the first two but the idea…

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  • Tips for Business Owners – Protect your Business

    Tips for Business Owners – Protect your Business

    The vast majority of UK businesses by number and by employees are small to medium size enterprises (sub-250 employees). Many of these are family owned or at least majority owned by a founder. Small businesses have…

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