Tax Planning

The 2012 launch of Personal Accounts could trigger penal tax charges for clients who have taken steps to protect their pension savings against the lifetime allowance charge, warns First Actuarial.

Helen Morrissey talks to a panel of experts about the options available to people when they reach retirement

With the general public remaining confused or ignorant about the issue of inheritance tax, the lot often falls to IFAs and product providers to explain or sort it out for their clients. Robert Meyer discusses the issues, and suggests a few solutions to...

Geoffrey Shindler goes through the options available to those looking to mitigate their inheritance tax liability

UK adults were susceptible to over £9.3bn in unnecessary tax payments over the last 12 months, according to the latest TaxAction report from Unbiased.co.uk.

THE majority of IFAs do not believe their clients fully comprehend the implications of IHT, according to research complied by Close Investments.

In the second part of the series Richard Warner concludes his run down of inheritance tax planning

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

Alliance Trust is urging advisers to take advantage of 'use them or lose them' opportunities for tax savings to enhance their clients' pension arrangements before the tax-year-end deadline passes.

TODAY'S Budget announcement merely confirmed many of the proposals outlined in October's Pre Budget Report and so did little to offset the disappointment of the industry on several levels, analysts say.