Tax Planning
Garrett Harbron: Advice on getting retirement spending in (the right) order
'Forewarned is forearmed'
Trisha Siddique and Helen Barnett: CGT and divorce explained
Breaking up is hard to do
Mark Devlin: Pension contributions and relevant income explained
Complex calculations
Claire Trott: Extracting company profits with maximum efficiency
Three options available
Ray Tubman: Using enhanced tech to keep CGT under control
Platform tools fall short
Covid wealth tax proposals 'unlikely' to progress under Tory government
Report outlined one-off 5% tax on wealth above £500k
CGT 'tax raid on horizon' as Chancellor fights escalating deficit
OTS package of reforms published
John Davies: Will Covid-19 create a dividend dilemma for VCTs?
No part of the economy has been left untouched by the coronavirus pandemic and VCT dividend payments are not immune, writes John Davies. However, he believes tax-advantaged capital has a role to play in the economic bounceback
Claire Trott: Start your tax year-end planning now
Time is of the essence
Neil MacGillivray: Common sense (finally) prevails on IHT
Supreme Court ruling
Clare Moffat: What advisers need to know about the Staveley case
Supreme Court ruling in August
Claire Trott: Which pension tax relief option is best for clients?
Call for evidence will highlight problems
Pensions tax relief reform options 'too complicated'
'It may take a while to square this circle'
Treasury opens pensions tax relief admin consultation and admits past failings
Admits past failings
HMRC 'doesn't understand' impact of pensions tax relief, say MPs
Cost £38bn in 2018/19
Mohassan Mehmood: The implications of the Sippchoice v HMRC case
Appeal could be granted
Government delays IR35 reforms until 2021
Put back to April 2021
Neil MacGillivray: Why I'm not interested in déjà vu Budget predictions
Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...
Neil MacGillivray: The tax quirks of jointly held investments between spouses
While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...
Jonathan Simmons: Three adviser challenges in the 'inheritance economy'
IHT to double by 2030
Jonathan Simmons: Labour's plan to reform IHT
The Christmas general election of 2019 will soon be upon us and so, here, Jonathan Simmons explores the parties' inheritance tax plans...
Total IHT receipts reach £5.4bn in 2018/19
3% increase on previous tax year
