Tax Planning

Tax Planning

Government delays IR35 reforms until 2021

Put back to April 2021

clock 18 March 2020 • 2 min read

Retirement

Neil MacGillivray: Why I'm not interested in déjà vu Budget predictions

Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...

clock 10 March 2020 • 4 min read

Tax planning

Neil MacGillivray: The tax quirks of jointly held investments between spouses

While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...

clock 14 February 2020 • 3 min read

Tax planning

Jonathan Simmons: Three adviser challenges in the 'inheritance economy'

IHT to double by 2030

clock 04 February 2020 • 3 min read

Tax Planning

Jonathan Simmons: Labour's plan to reform IHT

The Christmas general election of 2019 will soon be upon us and so, here, Jonathan Simmons explores the parties' inheritance tax plans...

clock 09 December 2019 • 2 min read

Tax Planning

Total IHT receipts reach £5.4bn in 2018/19

3% increase on previous tax year

clock 19 September 2019 • 2 min read

Retirement

Adrian Boulding: Why the tapered annual allowance has to go

'Volte-face'

clock 18 September 2019 • 4 min read

Tax Planning

IHT rules remain unclear to consumers, research finds

Zurich research reveals confusion

clock 11 September 2019 • 2 min read

Tax Planning

Christina Stone: IHT planning and intergenerational wealth transfers

‘Inheritance economy’

clock 08 August 2019 • 4 min read

Tax planning

Neil MacGillivray: Simplifying IHT (Part 1) - The winners and losers

OTS’s second report

clock 07 August 2019 • 4 min read