Tax Planning

The Conservative government will introduce legislation ruling out increases in income tax, value added tax (VAT) and national insurance rates for the next five years, it was confirmed in the Queen's Speech, which also detailed plans for an in-out EU referendum...

Advisers should be wary about using inheritance tax (IHT) avoidance as a reason to recommend clients make extra pension contributions, according to the head of tax and trust planning at Fidelity FundsNetwork.

Four 'keep calm' reactions to falling prices

The Chancellor George Osborne is set to take the unusual step of delivering two Budgets in the same year after announcing plans to keep the promises the Conservatives made prior to winning the general election.

Fraudsters masquerading as state-owned National Savings & Investments (NS&I) are cold calling retirees to offer the chance to invest in the government's market-leading ‘pensioner bonds'.

Welcome to Professional Adviser's now-closed (but was live) coverage of the general election 2015 - with a slant towards issues, outcomes and views affecting UK financial advisers as the Conservatives secure a majority...

Retirement overseas requires careful tax planning

Pension liberation scams have pushed four people who used them to take their own lives after realising they had lost much of their retirement fund, according to a victims campaigner.

Most people are unlikely to spend less of - or save more into - their pension as a direct result of the removal of the "punitive" 55% ‘death tax' earlier this month, according to research.

The Conservatives will introduce a law that will guarantee there will be no rise in income tax rates, VAT or national insurance before 2020, the party is to announce.