Tax Planning

Tax Planning

Claire Trott: Which pension tax relief option is best for clients?

Call for evidence will highlight problems

clock 11 August 2020 • 4 min read

Tax Planning

Pensions tax relief reform options 'too complicated'

'It may take a while to square this circle'

clock 23 July 2020 • 3 min read

Regulation

Treasury opens pensions tax relief admin consultation and admits past failings

Admits past failings

clock 21 July 2020 • 4 min read

Tax Planning

HMRC 'doesn't understand' impact of pensions tax relief, say MPs

Cost £38bn in 2018/19

clock 21 July 2020 • 4 min read

Tax Planning

Mohassan Mehmood: The implications of the Sippchoice v HMRC case

Appeal could be granted

clock 25 June 2020 • 4 min read

Tax Planning

Government delays IR35 reforms until 2021

Put back to April 2021

clock 18 March 2020 • 2 min read

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...

clock 10 March 2020 • 4 min read

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...

clock 14 February 2020 • 3 min read

Tax planning

Jonathan Simmons: Three adviser challenges in the 'inheritance economy'

IHT to double by 2030

clock 04 February 2020 • 3 min read

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...

clock 09 December 2019 • 2 min read