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Tax planning

HMRC docs threaten ability to inherit pension pots free of income tax

Tax planning

HMRC docs threaten ability to inherit pension pots free of income tax

A potential big change made ‘through the back door'

clock 20 July 2023 • 2 min read
Investment bonds and the chargeable event regime explained

Tax planning

Investment bonds and the chargeable event regime explained

Taking a combined strategy provides a tax-efficient solution

clock 13 July 2023 • 3 min read
The Laffer Principle: Why it's no laughing matter

Tax planning

The Laffer Principle: Why it's no laughing matter

'A theory that adds a dash of intrigue to the mix'

clock 11 July 2023 • 3 min read
Frozen tax thresholds bite as 55% more pay additional rate 

Tax Planning

Frozen tax thresholds bite as 55% more pay additional rate 

Hundreds of thousands dragged into higher paying tax brackets 

clock 29 June 2023 • 3 min read
Executors' duties: Explaining the dangers of DIY probate

Tax planning

Executors' duties: Explaining the dangers of DIY probate

The hazards are plentiful when it comes to doing it yourself and probate

clock 21 June 2023 • 5 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read
IHT planning: Trust traps advisers should be aware of

Tax planning

IHT planning: Trust traps advisers should be aware of

Practical matters and tax considerations to consider

clock 19 June 2023 • 4 min read
Reform or abolish? Reasons why IHT needs to change

Tax planning

Reform or abolish? Reasons why IHT needs to change

IHT has been called the 'spectre that haunts us alongside death'

clock 13 June 2023 • 4 min read
A look at everything advisers need to know about top slicing relief

Tax planning

A look at everything advisers need to know about top slicing relief

There is a five-step procedure to TSR calculations

clock 09 June 2023 • 4 min read
Marriage guidance: Why a prenup should be part of wedding planning

Your profession

Marriage guidance: Why a prenup should be part of wedding planning

Legal insight for advisers with clients heading down the aisle...

clock 25 May 2023 • 4 min read
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