Making a will

How to leave the maximum amount to your family and not the tax man, or even someone else’s family. Integral to estate planning is also making a will.     Why do I need a Will? The vast majority of people put off making a Will for a variety of reasons, either believing that the people they would wish to inherit will automatically do so, […]

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Inheritance tax will hit many hard

Inheritance tax (IHT) is the most reviled tax of all, and it is easy to see why, because it can take a fat chunk of your family wealth at a single swoop. A single person with £1 million in assets could be liable to a £270,000 tax bill on death. There is plenty you can do to reduce your family’s IHT bill. You can gift […]

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Penguin Tax Planning in the Press

Five ways to save for your grandchildren When you see a beautiful chubby-cheeked baby such as our new royal heir, what do you think? “Aw”? “Coo”? Maybe, “Ugh. Nappies! Sleepless nights!” Well, if you’re the grandparent, and especially if you don’t have the Crown Estate to fall back on, what you should be thinking is: “It’s high time we got Georgie a pension”.   Penguin […]

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Craig Palfrey hosts Tax Planning lecture

Craig Palfrey was recently invited as a guest lecturer at the University of Glamorgan to share his knowledge of Wills, Trusts and Tax Planning with first year accountancy students.         The lecture was well attended and complements our work with the university as we help them with work experience opportunities in the financial services sector. Craig will be hosting a seminar on Trust Planning […]

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More from Penguin…

  There is more to Penguin than just Penguin Tax Planning…   Penguin Wealth   Penguin Tax Planning is a trading name of Penguin Wealth. Penguin Wealth LLP are a South Wales based Financial Planning Firm. Penguin recently won the ‘Adviser Firm of the Year Wales’ award at the Professional Adviser Awards.   Increase Your Pension   Increase Your Pension is a website designed to […]

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Penguin Tax Planning in the News!

Craig Palfrey, the Director of Penguin Tax Planning, has been featured in the Express Newspaper.   Featured in the article “Take advantage of your tax breaks”, Mr Palfrey was commenting on how you can save tens of thousands of pounds through careful inheritance tax planning.   Here’s what Craig had to say:   INHERITANCE TAX   Save tens of thousands of pounds through careful inheritance […]

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