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November 21, 2022 by Bridgewater

The Good, the Bad and the OBR

On Thursday 17 November, The Chancellor announced his much anticipated Autumn Statement. In it Jeremy Hunt outlined the three financial pillars on which he is taking the economy forward – stability, growth and public services.

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October 06, 2021 by Bridgewater

Trust us to know about Trusts

It’s widely recognised that setting up a Trust is an effective way to minimise estate taxes following death. Not only that, but they can also used to ring-fence assets out of the reach of current or future creditors, or potential divorce settlements that beneficiaries may face once an estate passes to them.

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September 13, 2021 by Bridgewater

Social Care & Wealth Protection

There are some interesting things afoot in the world of personal taxation. With two seemingly separate, but intertwined, taxes that all of us should be thinking about. They are the freeze on Inheritance Tax (IHT) and the 1.25% levy and dividend tax the Prime Minister has just introduced to help fix social care. With hidden connections and implications that could directly affect your estate.

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March 06, 2021 by Bridgewater

A good or bad budget for your personal finances?.. Let’s find out!

Rishi Sunak’s pandemic budget was certainly one of history’s more unusual Chancellor’s statements, given the circumstances in which it was delivered. The Chancellor continued to focus his attention on spending in order to help keep the UK economy and businesses afloat, as we slowly come out of the Covid-19 Pandemic. It’s widely accepted that all this spending will somehow have to be paid for further down the line.

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