Tax Planning

A new survey has suggested the real reasons just one in five of the over-55s - and just 13% of men - are willing to pay for financial advice.

The amount of tax the government has collected from people breaching the lifetime pension allowance (LTA) has risen by 276% since George Osborne became Chancellor.

Workers believe the tax treatment of pensions is too complex and would welcome switching to a system that treats pensions like ISAs, according to research from PwC.

Analysts have pushed back their interest rate rise expectations after only one member of the Bank of England's Monetary Policy Committee (MPC) voted for an increase this month.

George Osborne’s £1m IHT giveaway comes with a catch (or two)

Pensions minister Ros Altmann has confirmed the government's wide-ranging pension consultation will consider scrapping "regressive" tax breaks for higher earners amid warnings changes could "disincentivise retirement saving".

Advising non-doms after the Summer Budget clampdown

Our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

How one family drama turned into an IHT crisis

ISA inheritance: Managing wealth through the generations