Jack Rose: A round-up of the tax-efficient year
Outlook on 2018
The build-up to and subsequent outcome of the Patient Capital Review were major talking points for the tax-efficient space and, writes Jack Rose, its implementation and impact look set to be similar in the year ahead
2017 has been another good year for the Enterprise Investment Scheme (EIS) and venture capital trust (VCT) space. Fund-raising levels have remained high and government support for associated legislation...
More on Tax Planning
Jack Rose: EIS's role in answering tomorrow's challenges
For the first time in a quite a while we have a certain degree of political certainty, writes Jack Rose. And, with that clarity, perhaps a clearer picture of the road ahead…
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...
Jonathan Simmons: Three adviser challenges in the 'inheritance economy'
IHT to double by 2030
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...
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...
More news
DFM launches new low-cost model portfolio service for advisers
Fees 0.1% per annum or £20 per month
Talking with... Fulcrum AM's Suhail Shaikh
Square Mile's series of informal interviews
Rory Percival to address DB transfer suitability and Laura Kuenssberg to keynote at PA360 in April
Percival on DB suitability
LEBC Group suffers loss after DB transfers market exit
First trading loss in five years
PFS partners with charity to provide advice to armed forces
Affiliate membership
