Tax planning

Financial planner Luke Lodge's personal perspective

IFAs have re-evaluated role of pensions in their clients’ plans

Although complete abolition is ‘unlikely to happen any time soon’

'There are solid indicators that we should see less disruption to tax planning'

Withdrawals need to be spent, sheltered or gifted

Many HNW clients relocating to Greece

Likely due to lots of people triggering gains ahead of Autumn Budget

IHT receipts rise to £7bn for financial year so far

Tax changes see entrepreneurs mull relocation

Orders provide clarification and peace of mind