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Tax planning

Protecting clients against political uncertainty and back-tracking

Tax planning

Protecting clients against political uncertainty and back-tracking

'We live in an era of increasing fiscal instability'

clock 16 November 2022 • 4 min read
Retired households face 15.4% tax rate hit on income - research

Tax planning

Retired households face 15.4% tax rate hit on income - research

Total direct tax adding up to more than £57.22 bn

clock 10 November 2022 • 1 min read
Advisers favour business relief in IHT planning - research

Tax planning

Advisers favour business relief in IHT planning - research

Business relief used by 83% of surveyed advisers

clock 10 November 2022 • 2 min read
Record full pension withdrawals spark tax warning

Pensions

Record full pension withdrawals spark tax warning

‘Accessed and emptied’ pensions up 16% year-on-year

clock 09 November 2022 • 2 min read
Majority of UK adults support raising IHT threshold above £325,000

Tax planning

Majority of UK adults support raising IHT threshold above £325,000

Attitudes not swayed by current economic situation, experts say

clock 08 November 2022 • 3 min read
Advisers predict drop in gifting as IHT mitigator amid inflation angst

Tax planning

Advisers predict drop in gifting as IHT mitigator amid inflation angst

Over half of adviser respondents tell Puma that gifting is lacking appeal

clock 26 October 2022 • 3 min read
Running the numbers on DB pension allowances and charges

Pensions

Running the numbers on DB pension allowances and charges

Weighing the cost of final salary annual allowance charges

clock 20 October 2022 • 4 min read
Tax advantage investing: VCT and EIS in economic headwinds

Tax planning

Tax advantage investing: VCT and EIS in economic headwinds

VCTs and EIS are not mutually exclusive

clock 11 October 2022 • 5 min read
Chancellor scraps plans to remove 45% income tax rate for high earners

Tax planning

Chancellor scraps plans to remove 45% income tax rate for high earners

'Has become a distraction from our overriding mission'

clock 03 October 2022 • 2 min read
High net worth 'did not ask for tax cuts' survey finds

Tax planning

High net worth 'did not ask for tax cuts' survey finds

Almost three quarters of HNW think they pay the right amount of tax

clock 27 September 2022 • 1 min read
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