10 Inefficiencies I Look for on Rich Retirees' Tax Returns Your tax return could hold clues to several missed opportunities and important gaps in your retirement planning. Kiplinger · Nov 16, 2024
Estate Planning: How Does the Basis Step-Up Rule Work? The step-up in basis, one of the most powerful tools in estate and tax planning, can make a huge difference in capital gains taxes owed. Kiplinger · Nov 16, 2024
Five Tax Strategies to Help Your Money Last in Retirement Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there. Kiplinger · Nov 8, 2024
IRS Updates Capital Gains Tax Thresholds for 2025 For the 2025 tax year, the IRS has increased the capital gains tax income thresholds. Here's what you need to know. Kiplinger · Nov 7, 2024
UK budget checklist: what you need to do now to make the most of your cash Use your Isa allowance if you can, hurry up with your property purchase and review your pension provision The Guardian - UK · Nov 2, 2024
Three Advantages of These Underrated Accounts for Retirees Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs. Kiplinger · Nov 1, 2024
Double Your Coca-Cola Dividend with this Options Strategy With markets becoming more volatile, investors might be more interested in generating income rather than capital gains. Barchart · Oct 31, 2024
Reeves accused of betraying small family firms with inheritance tax rises Chancellor also criticised for letting the very rich off the hook with a lower than expected rise in capital gains tax The Guardian - UK · Oct 30, 2024
What does the Autumn Budget mean for women? Everything you need to know about Rachel Reeves’ Autumn Budget 2024 and what it means for you Marie Claire · Oct 30, 2024
U.K. joins Europe in targeting the super-rich with fresh crackdown on foreign wealth, capital gains, and private jets Rachel Reeves plans to jack up taxes on capital gains and foreign wealth of affluent individuals—although there might be other casualties, too. Fortune · Oct 30, 2024
Labour increases capital gains tax in bid to raise £2.5bn Chancellor Rachel Reeves said the increase is part of ‘raising the revenue required to fund our public services’. The Independent UK · Oct 30, 2024
Budget 2024: all the property announcements from Chancellor Rachel Reeves From affordable housing to stamp duty, here are the Labour Budget announcements set to impact London renters and homebuyers Evening Standard · Oct 30, 2024
Budget 2024: key points at a glance Rachel Reeves is announcing her financial update – here are the main points, with political analysis The Guardian - UK · Oct 30, 2024
Autumn budget: Rachel Reeves raises taxes by £40bn and increases spending on NHS and schools – as it happened Chancellor announces changes to employers’ national insurance contributions, inheritance tax, capital gains tax and other duties The Guardian - UK · Oct 30, 2024
Evening Standard · Oct 30, 2024 Fintech founders warn poor regulation threatens London's world leading status Founders have warned Rachel Reeves not to raise capital gains tax in the Budget in a way that “harms UK competitiveness”.
The Guardian - UK · Oct 30, 2024 From capital gains to NICs: tax changes to look out for in autumn 2024 budget Rachel Reeves will seek to close £40bn Whitehall spending gap with range of potential measures
Kiplinger · Oct 29, 2024 Big State Tax Changes to Watch on the 2024 Ballot When you vote, don’t forget key state measures on everything from property tax and grocery tax relief to capital gains taxes.
Evening Standard · Oct 28, 2024 OPINION - The Standard View: Every group has plenty to fear from a Halloween Budget Fear is the watchword for this most important of Budgets. For those who own shares, or second homes, or cannot conceivably be defined as “working people” (whoever they are), the fear is of tax rises. From capital gains to pension relief and inheritance tax, the Chancellor is looking to raise…
Fortune · Oct 28, 2024 Why U.K. Chancellor Rachel Reeves should approach capital gains tax decisions like a venture capitalist The U.K.’s startup ecosystem risks losing its edge just as competition from rival markets begins to intensify.
Kiplinger · Oct 28, 2024 What You Need to Know About Taxes in a Gray Divorce If you're not careful about how assets are divided or sold, you could get hit with a big tax bill.
The Guardian - UK · Oct 26, 2024 Rachel Reeves has promised not to raise taxes, so how can she fill budget coffers? Chancellor said to be planning measures including raising employer NI contributions and capital gains tax rates. We consider the likelihood of each and the potential for a row
Kiplinger · Oct 26, 2024 Harris vs. Trump's Tax Wish List: Income Tax, Capital Gains, Estate Tax and More Take a comprehensive look at Harris and Trump's tax proposals. We cover income tax rates, tax credits and deductions, capital gains tax, estate tax, corporate tax and much more
The Independent UK · Oct 25, 2024 Keir Starmer says stocks and shares owners ‘not working people’ in hint at capital gains hike Chancellor Rachel Reeves is looking for around £40bn of tax hikes and spending cuts in her first Budget since entering the Treasury
The National (Scotland) · Oct 23, 2024 What will Labour's tax increases mean for Scotland? CHANCELLOR Rachel Reeves has finalised behind-the-scenes deals with Cabinet colleagues and her officials will be sweating over drafts for her speech…
Latin Times · Oct 23, 2024 IRS Unveils Higher Standard Deductions And New Tax Brackets For 2025 In addition to higher standard deductions, the IRS has proposed several other significant changes for 2025. Notable adjustments include updates to long-term capital gains brackets, estate and gift tax exemption limits, and eligibility criteria for the child tax credit.