Tax Planning

Introducing a long-stop to financial advice liability is the only way a properly functioning mass-market model can develop, MPs have been told.

Fund manager Octopus Investments is launching an Adviser Academy, an online learning portal for tax-efficient investing.

When is a £1m nil rate band, not a £1m nil rate band?

Why spousal bypass trusts still have a place in estate planning

Why SSAS administrators must be fit, proper and prudent

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)