Tax planning

Keeping you updated in the run up to 28 October

IHT on pensions may create opportunities for charitable giving

Practical refinements needed to make reforms work effectively

While it is entirely possible that CGT rates could rise sharply in the Budget, Chris XX remains sceptical that the majority of genuine business owners will ultimately pay tax at the full headline rate...

Smaller rise possible

An opportunity to ‘prove the value of financial advice’

'Taxation raises revenue. It also changes behaviour, sometimes as intended, sometimes not'

Rather than any single flagship measure, several tax ideas keep resurfacing in the Budget debate, from property reform and a possible return of CGT indexation relief to taxing middle earners more. Michael Edwards sets out the levers advisers should have...

Couples would also be able to pass on £1m tax free

Advisers urged to refine plans and not rush