Tax Planning

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.

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.

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

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.

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.

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

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

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

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

KPMG and Reita have published a new, free guide covering the tax treatment of Real Estate Investment Trusts (REITs).