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Tax planning

Transact launches IHT index for tracking client liability trends

Tax planning

Transact launches IHT index for tracking client liability trends

Number of IHT liable households has more than doubled in the last 15 years

clock 10 January 2023 • 1 min read
Gifting: Beware the potential tax sting of helping out

Tax planning

Gifting: Beware the potential tax sting of helping out

Stick to annual gifting rules to avoid tax bills

clock 03 January 2023 • 3 min read
Inheritance tax receipts on track for 'record-breaking year'

Tax planning

Inheritance tax receipts on track for 'record-breaking year'

Receipts for April to November 2022 were £4.8bn

clock 21 December 2022 • 1 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
IFS calls for overhaul of favourable IHT/pensions position

Tax planning

IFS calls for overhaul of favourable IHT/pensions position

Institute says reforms could raise revenue and cut income tax avoidance

clock 15 December 2022 • 3 min read
Advisers sound personal savings allowance tax warning as rates rise

Tax planning

Advisers sound personal savings allowance tax warning as rates rise

‘There will be a lot of people unknowingly walking into a tax liability’

clock 12 December 2022 • 3 min read
Govt targeting basic-rate taxpayers with latest dividend income hike

Tax planning

Govt targeting basic-rate taxpayers with latest dividend income hike

Crackdown on 'wealth' taxes final blow to income investors

clock 30 November 2022 • 3 min read
Spanner in the works: How to help clients avoid the MPAA

Pensions

Spanner in the works: How to help clients avoid the MPAA

MPAA can reduce DC contributions to £4,000 a year

clock 24 November 2022 • 3 min read
Adviser tax toolkit: Exploring the role of onshore bonds

Tax planning

Adviser tax toolkit: Exploring the role of onshore bonds

Wrapper creates more control over how and when clients pay tax

clock 18 November 2022 • 6 min read
Autumn Statement 22: A close look at what advisers must watch for

Tax planning

Autumn Statement 22: A close look at what advisers must watch for

All eyes on crucial tax issues advisers will need to wade through

clock 17 November 2022 • 7 min read
234
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01

Kerry Nelson firms sell for £500,000 after battle between 38 bidders

30 March 2023 • 2 min read
02

Advice acquisitions double with £48bn in AUM bought in 2022

30 March 2023 • 2 min read
03

Foster Denovo parent secures £800m in assets via internal acquisitions

30 March 2023 • 1 min read
04

FCA hints at potential Sustainablity Disclosure Requirements delay

29 March 2023 • 2 min read
05

What Consumer Duty could mean for EIS investments

27 March 2023 • 5 min read
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