• Search site

  • Contact our offices

      • Abingdon
        • 01235 521920
      • Didcot
        • 01235 511211
      • Wallingford
        • 01491 839346
  • Make an enquiry

  • Home
  • About Us
    • The Team
  • Media Centre
    • Legal News
    • Residential Property
    • Tax and Financial Planning
    • Trust, Wills and Probate
    • General Personal Client
    • Employment and HR
    • IP and IT
    • Landlord and Property
    • Tax
    • General Commercial Client
  • Our Services
    • Divorce & Family Law
    • Wills, Probate & Inheritance Tax Planning
    • Residential Property
    • Employment Law & HR Services
    • Dispute Resolution
    • Commercial Law
    • Commercial Property
    • Client Guides
  • Pricing
    • Probate Pricing
    • Debt Recovery Pricing
    • Conveyancing Pricing
    • Employment Pricing
  • Careers
    • Current Vacancies
    • Working For Us
    • GDPR Candidate Privacy Policy
    • Workforce Diversity Data
  • Blog
    • Employment Law
    • Conveyancing
  • Contact Us
    • Abingdon Office
    • Didcot Office
    • Wallingford Office
    • Online Enquiry Form
  • facebook
  • linkedin
Slade Legal

Tax and Financial Planning

  • Are You a Sophisticated Investor? In March 2005, the rules relating to approaching people regarding financial promotions were relaxed so that so called ‘sophisticated investors’ and high net worth individuals (HNWIs) could be more easily approached with a view to making...
  • Enterprise Investment Schemes: EIS and SEIS Successive governments have recognised that the spirit of entrepreneurialism, though deeply ingrained in the UK’s culture, is not really very well supported by the financial institutions. In an attempt to provide more ready access to investment capital...
  • Fiscal Help for your Student Children If you have children going away to university there are money saving options worth considering, if you are in a position to take advantage of them. The cost of accommodation is a financial burden for any student. If you can provide funds to buy a home near...
  • Funding Care in Later Life   Under the changes proposed in the Care Act 2014, which received the Royal Assent in May 2014 and which came into effect in April 2016, the funding of elderly care has changed significantly. There is a factsheet available from the Government...
  • HMRC Guidance on Tax Residence Following changes in the tax legislation governing the income tax payable by non-domiciliaries, and some relevant tax cases, HM Revenue and Customs (HMRC) have updated their guidance on tax residence and domicile . This replaces the old guidance, which was...
  • How Drawdown Lifetime Mortgages Work For people who have money tied up in their homes who wish to release capital for expenditure, or possibly to give to family members, the drawdown lifetime mortgage (DLM) is a possible vehicle. A DLM is simply a mortgage, but one which is drawn down over...
  • How Inheritance Tax Works Inheritance Tax (IHT) is paid on your estate when you die and also when money is transferred into some trust funds. Some other transfers during one’s lifetime may also be subject to IHT. The first £325,000 (2019/20 rates) of the estate is exempt...
  • IHT Nil Band for Residential Property Normal 0 false false false MicrosoftInternetExplorer4 Relief from IHT is available by way of a 'Residence Nil-Rate Band' for IHT where a person dies leaving their residence to a direct descendant, whcih means children (including...
  • IHT Planning and the AIM In recent years, Inheritance Tax (IHT) has affected more and more families, largely due to rising house prices. IHT is payable at 40 per cent on the net assets of an estate where these exceed £325,000 – the current 2019/20 nil-rate band....
  • Pension Flexibility - Basics   There has been a great deal of publicity about recent changes in the law relating to pensions and their uses. The changes are comprehensive and change the tax position significantly and also the uses which can be made of pension funds. With...
  • Putting Cash into a Family Business When younger members of a family start a business, they often ask other family members to provide part of the necessary capital. If you are approached to do this and are willing to provide funding, it is often difficult to know how best to provide the cash....
  • Should I Buy To Let? Property prices have risen substantially for many years in the UK, with the occasional drop in values in times of recession. The long-term reliability of property investment (which, of course is not a guarantee of future price growth) plus the negligible...
  • Unlocking Your Equity - the Choices There is a bewildering variety of equity release schemes on the market and, judging by the letters pages of the financial press, they are not well understood. Releasing equity in a house can be an effective way of supplementing your income or releasing spare...
  • Warning for Holders of US Assets If you hold assets in the USA, you should be aware of an issue that has started to arise in estates in which there are US shareholdings, especially where these are managed by brokers in the US. The US Internal Revenue Service (IRS) requires that any estate...
  • What is Taxable? With the Government seeing fit to make HM Revenue and Customs a payer of benefits (pension credit etc.) as well as a collector of taxes, it is no wonder that people are becoming confused as to which sources of income are taxable and which are not. It is...

Make an Enquiry

Latest News

Taxpayer Had Reasonable Excuse for Failing to Submit Return

2025-06-13 00:00
Read more

Taxpayer's Appeal Against Late Filing Penalties Rejected

2025-05-12 00:00
Read more

Income Tax Rates and Allowances for 2025/26

2025-04-25 00:00
Read more

Court of Appeal Rules Taxpayer Was Not Resident in UK

2025-04-07 00:00
Read more

FTT Upholds Information Notice But Varies It

2025-03-18 00:00
Read more

FCA Acts to Combat Misleading Financial Promotions

2025-03-04 00:00
Read more

HMRC Estimate 1.1 Million Taxpayers Missed Self-Assessment Deadline

2025-02-12 00:00
Read more

Lack of Funds Not Reasonable Excuse for Late Payment of Tax

2025-01-28 00:00
Read more

Permission to Appeal Share Valuation Decision Refused

2025-01-10 00:00
Read more

FCA Reports Rise in Ownership of Cryptoassets

2024-12-27 00:00
Read more
  • Page 1 of 5
  • Next
  • Legal News
  • Residential Property
  • Tax and Financial Planning
  • Trust, Wills and Probate
  • General Personal Client
  • Employment and HR
  • IP and IT
  • Landlord and Property
  • Tax
  • General Commercial Client

What our Clients say

I would like to use this opportunity to acknowledge your firm for your help and assistance during what could have otherwise been a very difficult period. In particular, your calmness and professionalism was very reassuring.

Thank you for arranging this. Your kindness and guidance has been much appreciated and has certainly helped in a smooth and gentle transition from home to care home.

I just want to say a big thanks for your assistance with my house purchase. I will have no hesitancy in using Slade Legal in future and will recommend you to any of my colleagues and friends.

  • Abingdon01235 521920
  • Didcot01235 511211
  • Wallingford01491 839346
  • Law Society Conceyancing Quality
  • Resolution Family Law
  • Cyber Essentials
  • Cyber Essentials Badge
  • STEP

The Greenhouse Stratton Way Abingdon Oxfordshire OX14 3QP T: 01235 521920 F: 01235 527116 DX: 35851. Abingdon

The Old Bank 137 Broadway Didcot Oxfordshire OX11 8RQ T: 01235 511211 F: 01235 815489 DX: 40850. Didcot

7 St. Martins StWallingford Oxfordshire OX10 0AN T: 01491 839346 F: 01491 832191 DX: 39850. Wallingford

  • Accessibility
  • Complaints Procedure
  • Legal Disclaimer
  • Privacy Policy
  • Cookies
  • Sitemap

Law & Property Lawyers Ltd trading as Slade Legal is a Private Limited Company authorised and regulated by the Solicitors Regulation Authority incorporated in England and Wales. SRA reference number - 542790. Company registered number 07279856. VAT Number 194356046. Registered office is 5 Ock Street, Abingdon, Oxon OX14 5AL. A list of Directors is available at that address. The term "Partner", if used, denotes a Director of our firm or an employee or consultant with equivalent standing.

Your choice regarding cookies on this site

Clicking the Accept All button means you are accepting analytics and third-party cookies (check the full list). We use cookies to optimise site functionality and give you the best possible experience. To control which cookies are set, click Settings.

Our use of cookies.

You can learn more detailed information in our Privacy Policy

Some cookies are essential, whilst others help us improve your experience by providing insights into how the site is being used. The technology to maintain this privacy management relies on cookie identifiers. Removing or resetting your browser cookies will reset these preferences.

Essential Cookies

These cookies enable core website functionality, and can only be disabled by changing your browser preferences.

Google Analytics Cookies

Google Analytics cookies help us to understand your experience of the website and do not store any personal data. Click here for a full list of Google Analytics cookies used on this site.

Third-Party Cookies

Third-Party cookies are set by our partners and help us to improve your experience of the website. Click here for a full list of third-party plugins used on this site.