Rosie Carr

August 05, 2022
Does the seven-year rule apply to jointly gifted assets?
A reader seeks guidance on a finer point of inheritance taxation
July 28, 2022
New rules, new risks
Regulatory reform inevitably brings risks as well as rewards
July 28, 2022
Beware complications when investing overseas
Investing in overseas shares is as easy as buying domestic ones, but there are a couple of additional complications
July 28, 2022
What does HMRC consider to be a tax-exempt gift?
A readers asks for clarification of the tax treatment of gifts
July 21, 2022
Not backwards but onwards
The new economic landscape is not as benign as before
July 21, 2022
What does HMRC mean by gifts from 'surplus income'?
A reader seeks guidance on how to avoid falling foul of HMRC rules
July 14, 2022
Prioritise the troubled economy
Yet another standstill (political this time) increases the risk of economic stagnation
July 14, 2022
Will I fall foul of the PET rules?
A reader has questions about how the rules on potentially exempt gifts are applied
July 08, 2022
A long way off a happy ending
What's in store for investors in the second half of 2022?
June 30, 2022
Who's afraid of Aim?
Investors should scrutinise the financial health of their small-cap holdings

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