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Tax planning

Tax planning

Neil MacGillivray: The tax quirks of jointly held investments between spouses

While tax planning is relatively easy where investments are held in an individual’s own name, on Valentine's Day Neil MacGillivray says great care is needed when it comes to jointly held investments between spouses...

clock 14 February 2020 • 3 min read

Tax planning

Jonathan Simmons: Three adviser challenges in the 'inheritance economy'

IHT to double by 2030

clock 04 February 2020 • 3 min read

Tax planning

Ian Smart: The IR35 opportunities for advisers explained

The changes to IR35 tax rules are going to offer tax and life planning opportunities, writes Ian Smart, who explains all in this column...

clock 23 January 2020 • 5 min read

Tax planning

Libby Holding: Can estate planning help tackle care fees?

Residential care fees are a hot topic at the moment, says Libby Holding, with increasing media coverage of people who have had all of their life savings and assets swallowed up by care fees in their later years...

clock 21 January 2020 • 4 min read

Retirement

Treasury plans to tackle NHS pension taper woes widely criticised

Wider reform desperately needed

clock 16 January 2020 • 2 min read

Retirement

AJ Bell launches low-cost retirement investment account

'Aggressive move without being throat-cutting'

clock 14 January 2020 • 1 min read

Tax planning

Neil MacGillivray: Will the tax advantages for married couples and civil partnerships remain a happy home?

The new calendar year has come and gone and so, as we start the edge closer to the end of the tax year, Neil MacGillivray looks at the planning opportunities available to married couples and civil partners

clock 07 January 2020 • 3 min read

Tax planning

Jonathan Simmons: IHT reduction solutions

'Select the right BR investments'

clock 31 October 2019 • 5 min read

Tax planning

Neil MacGillivray: The angst of the High Income Child Benefit Charge

Lack of understanding

clock 30 October 2019 • 4 min read

Tax planning

Andrew Aldridge: Understanding the tax-efficient investment process

Deal-flow

clock 23 October 2019 • 3 min read
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