Tax Planning

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.

Pension tax relief reform plans put forward by the major political parties smack of short-term ad hoc thinking which the UK could "come to regret", a think tank has said.

A clampdown on suspected tax avoidance among taxpayers with rapidly rising wealth has netted HMRC an extra £11.5m since it began targeting the group in 2012, according to calculations.

There has been a sharp rise in demand for financial advice over the past 12 months, according to accountants, who claimed people have become more aware of pensions and inheritance tax planning.