financial planning Archives

Recording Gifts for IHT Purposes from IBCA Compensation payments for HMRC

Infected Blood Compensation Scheme / By Lawrie Chandler

The UK government is introducing new regulations (via the Finance Bill 2025-26) to ensure that Infected Blood Compensation payments are treated fairly for Inheritance Tax purposes. These rules are designed to prevent the compensation from being taxed if you pass it on to loved ones. The rules extend the existing relief from inheritance tax (IHT) […]

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A collage depicting diverse individuals, including a shop floor worker, a corporate executive, and a family, all engaging with various global investment options. Small, detailed icons of stock charts, bonds, and world currencies are interspersed throughout the image. The background merges residential and urban landscapes, representing a broad socio-economic spectrum. The style is vibrant and inclusive, using warm colors to evoke accessibility and a personal connection to finance

Investment Options Offered by Edale for US UK citizens for ISA, GIA, IRA

With a growing US client base, we have developed more strategies that, following a discovery and financial planning discussion, we map to individual clients to help them be invested within their aims and objectives. This fully guided process, without a minimum portfolio size, is truly accessible for those from the shop floor to the boardroom.

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Navigating the Tax Maze: Strategies for American Expats Under the Scrutiny of the IRS and HMRC

News / By Lawrie Chandler

The intricate dance between tax obligations in the United States and the United Kingdom for American expatriates presents a labyrinth of challenges. The complexity of balancing the Internal Revenue Service’s (IRS) requirements with those of Her Majesty’s Revenue and Customs (HMRC) can seem daunting, yet it’s a puzzle that, with the right expertise, can be

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