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Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Hundreds of thousands dragged into higher paying tax brackets 

clock 29 June 2023 • 3 min read
Advisers and clients say financial decision-making getting harder

Tax Planning

Advisers and clients say financial decision-making getting harder

Past five years has seen more and more political and economic uncertainty

clock 06 June 2023 • 2 min read
Are retirement savers missing a trick with the lifetime ISA?

Tax Planning

Are retirement savers missing a trick with the lifetime ISA?

Lifetime ISA effectively a stalking horse for pension reform

clock 18 May 2023 • 4 min read
Why gifting to charities on death is a discussion worth having

Tax Planning

Why gifting to charities on death is a discussion worth having

A conversation worth having for numerous reasons

clock 26 April 2023 • 4 min read
The split: How business assets divided on divorce

Tax Planning

The split: How business assets divided on divorce

'Full and frank financial disclosure' needed from both parties

clock 18 April 2023 • 5 min read
M&G Wealth adds CGT planning software to its platform

Tax Planning

M&G Wealth adds CGT planning software to its platform

Advisers can conduct complex calculations for clients

clock 28 March 2023 • 1 min read
Spring Budget 23: Persistent tax avoidance promoters face charges

Tax Planning

Spring Budget 23: Persistent tax avoidance promoters face charges

Government to consult on creating a new criminal offence

clock 15 March 2023 • 1 min read
Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
CGT receipts of £13.2bn in January reveal 24% year-on-year increase

Tax Planning

CGT receipts of £13.2bn in January reveal 24% year-on-year increase

HMRC stats show upward trend ahead of April tightening

clock 21 February 2023 • 2 min read
IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Tax Planning

IHT receipts rise 15% year-on-year as tax take reaches £5.9bn

Figures for April 2022 to January 2023 released by HMRC

clock 21 February 2023 • 3 min read
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