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Tax Planning

Tax Planning

Only 10% of Britons using IFA for IHT- Fidelity

Just one in ten (10%) Britons are consulting an accountant or IFA on tax planning issues, research from Fidelity International suggests.

clock 13 November 2009 •

Tax Planning

Advisers warned 'don't be caught out' on IHT

Kevin Dean, CEO of AXA Wealth International, believes inheritance tax planning is still of utmost importance despite many believing it has become less of an issue.

clock 10 November 2009 •

Tax Planning

HMRC gives 'final chance' to offshore account holders

HM Revenue & Customs (HMRC) issued a stark new warning today to anyone who holds or has held an offshore account to disclose details of undeclared liabilities.

clock 02 November 2009 •

Tax Planning

Better Business: Taxing times demand creativity

With taxes likely to increase, irrespective of the Government in power, Martin Morris considers the vehicles to mitigate a future hit.

clock 13 October 2009 •

Tax Planning

Zurich launches latest tax handbook for IFAs

Zurich has unveiled the latest edition of its tax handbook and, for the first time, will keep customers abreast of taxation changes via email updates.

clock 27 August 2009 •

Tax Planning

Half advisers' clients vulnerable to 40% IHT hit

Hundreds of advisers' clients have failed to make any plans to combat their IHT liability, leaving them vulnerable to a 40% tax hit, research suggests.

clock 29 July 2009 •

Tax Planning

AWD Chase de Vere launches free tax planning guide

AWD Chase de Vere has made available a tax planning guide to help consumers manage their tax affairs effectively during the economic downturn.

clock 21 July 2009 •

Insurance

Lessons from the crisis

Helen Morrissey asks a panel of experts to consider the impact of the present economic turbulence on the plans of those who are just about to approach retirement

clock 01 June 2009 •

Tax Planning

Retirement - time to review

Julie Darlington, director of regulation at 2plan Wealth Management, says the key to successful retirement planning is using not one but a combination of the products available

clock 05 May 2009 •

Estate planning

IHT opportunities

Andy Kirby looks at the opportunities current markets present when it comes to inheritance tax planning

clock 01 May 2009 •
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