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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 10 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Tax Planning

Spring Budget 2021: Chancellor hikes corporation tax to 25% from 2023
  • Tax Planning
Spring Budget 2021: Chancellor hikes corporation tax to 25% from 2023

From 19%

  • 03 March 2021
Garrett Harbron: Advice on getting retirement spending in (the right) order
  • Pensions
Garrett Harbron: Advice on getting retirement spending in (the right) order

'Forewarned is forearmed'

  • 19 February 2021
Trisha Siddique and Helen Barnett: CGT and divorce explained
  • Tax Planning
Trisha Siddique and Helen Barnett: CGT and divorce explained

Breaking up is hard to do

  • 19 February 2021
Mark Devlin: Pension contributions and relevant income explained
  • Pensions
Mark Devlin: Pension contributions and relevant income explained

Complex calculations

  • 11 February 2021
Claire Trott: Extracting company profits with maximum efficiency
  • Tax Planning
Claire Trott: Extracting company profits with maximum efficiency

Three options available

  • 11 February 2021
Ray Tubman: Using enhanced tech to keep CGT under control
  • Tax planning
Ray Tubman: Using enhanced tech to keep CGT under control

Platform tools fall short

  • 06 January 2021
Covid wealth tax proposals 'unlikely' to progress under Tory government
  • Tax Planning
Covid wealth tax proposals 'unlikely' to progress under Tory government

Report outlined one-off 5% tax on wealth above £500k

  • 09 December 2020
CGT 'tax raid on horizon' as Chancellor fights escalating deficit
  • Tax planning
CGT 'tax raid on horizon' as Chancellor fights escalating deficit

OTS package of reforms published

  • 12 November 2020
John Davies: Will Covid-19 create a dividend dilemma for VCTs?
  • Tax Planning
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

  • 27 October 2020
Claire Trott: Start your tax year-end planning now
  • Tax Planning
Claire Trott: Start your tax year-end planning now

Time is of the essence

  • 09 October 2020
Neil MacGillivray: Common sense (finally) prevails on IHT
  • Tax Planning
Neil MacGillivray: Common sense (finally) prevails on IHT

Supreme Court ruling

  • 22 September 2020
Clare Moffat: What advisers need to know about the Staveley case
  • Tax Planning
Clare Moffat: What advisers need to know about the Staveley case

Supreme Court ruling in August

  • 01 September 2020
Claire Trott: Which pension tax relief option is best for clients?
  • Tax Planning
Claire Trott: Which pension tax relief option is best for clients?

Call for evidence will highlight problems

  • 11 August 2020
Pensions tax relief reform options 'too complicated'
  • Tax Planning
Pensions tax relief reform options 'too complicated'

'It may take a while to square this circle'

  • 23 July 2020
Treasury opens pensions tax relief admin consultation and admits past failings
  • Regulation
Treasury opens pensions tax relief admin consultation and admits past failings

Admits past failings

  • 21 July 2020
HMRC 'doesn't understand' impact of pensions tax relief, say MPs
  • Tax Planning
HMRC 'doesn't understand' impact of pensions tax relief, say MPs

Cost £38bn in 2018/19

  • 21 July 2020
Mohassan Mehmood: The implications of the Sippchoice v HMRC case
  • Tax Planning
Mohassan Mehmood: The implications of the Sippchoice v HMRC case

Appeal could be granted

  • 25 June 2020
Government delays IR35 reforms until 2021
  • Tax Planning
Government delays IR35 reforms until 2021

Put back to April 2021

  • 18 March 2020
Neil MacGillivray: Why I'm not interested in déjà vu Budget predictions
  • Retirement
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...

  • 10 March 2020
Neil MacGillivray: The tax quirks of jointly held investments between spouses
  • Tax planning
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...

  • 14 February 2020
Jonathan Simmons: Three adviser challenges in the 'inheritance economy'
  • Tax planning
Jonathan Simmons: Three adviser challenges in the 'inheritance economy'

IHT to double by 2030

  • 04 February 2020
Jonathan Simmons: Labour's plan to reform IHT
  • Tax Planning
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...

  • 09 December 2019
Total IHT receipts reach £5.4bn in 2018/19
  • Tax Planning
Total IHT receipts reach £5.4bn in 2018/19

3% increase on previous tax year

  • 19 September 2019
Adrian Boulding: Why the tapered annual allowance has to go
  • Retirement
Adrian Boulding: Why the tapered annual allowance has to go

'Volte-face'

  • 18 September 2019
123

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
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