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Tax planning

PA360: AIM investments should be 'more than an IHT planning option'

Tax planning

PA360: AIM investments should be 'more than an IHT planning option'

How AIM is becoming more mainstream in financial planning

clock 26 April 2024 • 2 min read
Inheritance tax receipts hit a record of £7.5bn as 2023/24 year ends

Tax planning

Inheritance tax receipts hit a record of £7.5bn as 2023/24 year ends

‘IHT is the tax gift that keeps on giving as record receipts have been banked’

clock 23 April 2024 • 2 min read
Don't let these five tax changes slip through the advice net

Tax planning

Don't let these five tax changes slip through the advice net

Changes to tax policy advisers need to be aware of

clock 18 April 2024 • 3 min read
Minimising clients' IHT liabilities: Where there's a will there's a way

Tax planning

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

clock 08 April 2024 • 4 min read
HMRC warns about taking benefits until it fixes LTA abolition rules

Tax planning

HMRC warns about taking benefits until it fixes LTA abolition rules

Request came just two days before the LTA abolishment date

clock 05 April 2024 • 1 min read
Child benefit changes extend tax trap to more parents

Tax planning

Child benefit changes extend tax trap to more parents

'We know that lots of parents are bamboozled by the system'

clock 04 April 2024 • 3 min read
CGT support from platforms now 'adviser must have'

Wrap/platforms

CGT support from platforms now 'adviser must have'

Shrinking personal allowances dragging more investors into CGT net

clock 27 March 2024 • 2 min read
The right advice for divorcing family business owner clients

Tax planning

The right advice for divorcing family business owner clients

Making it work with proper planning and professional advice

clock 21 March 2024 • 5 min read
IHT receipts continue to rise as government nets £6.8bn

Tax planning

IHT receipts continue to rise as government nets £6.8bn

Latest figures from HMRC show tax take continues to soar

clock 21 March 2024 • 1 min read
Child benefit changes could see higher earners reap pension boost

Tax planning

Child benefit changes could see higher earners reap pension boost

Analysis from Quilter says gains to be made from Spring Budget changes

clock 11 March 2024 • 2 min read
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