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Tax Planning

Your profession

Adviser guide on REITS tax treatment launched

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

clock 17 April 2009 •

Estate planning

Easing IHT burdens with regular gifts

Karen Barretto goes through the benefits to be gained by gifting out of normal income

clock 01 April 2009 •

Tax Planning

Investors should transfer ISAs into SIPPs

Higher rate taxpayers should consider making up any shortfall in their pension fund by transferring cash held in ISAs into a SIPP, according to Killik & Co.

clock 03 February 2009 •

Tax Planning

Higher tax payers should transfer ISAs to SIPPs

Higher rate taxpayers should consider making up any shortfall in their pension fund by transferring cash held in ISAs into a SIPP, according to Killik & Co.

clock 03 February 2009 •

Estate planning

Keeping up with the changes

As inheritance tax legislation evolves there has never been such a need for good quality advice says Phil Carroll

clock 01 January 2009 •

Tax Planning

Zurich: Brits failing to protect wealth

Brits are failing to protect their wealth through effective tax planning, according to research from Zurich.

clock 10 November 2008 •

Tax Planning

Zurich: clients oblivious to pensions tax relief

An abundance of clients are oblivious of the tax perks of pensions, according to research by Zurich.

clock 04 November 2008 •

Income

The tide is turning

Mike Morrison talks about how he sees alternatively secured pension (ASP) evolving

clock 01 November 2008 •

Tax Planning

Close urges small cap investing

Investors should take advantage of opportunities to invest in small caps while valuations are at attractive levels, according to Close Investment's Deryck Noble-Nesbitt.

clock 28 October 2008 •

Tax Planning

Skandia issues tax guides

Skandia has issued a range of tax guides explaining the changes brought into effect by the Finance Act 2008, which was implemented in July.

clock 02 October 2008 •
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