John Humphreys: Planning for IHT changes - great or small
Post-OTS recommendations
At some point in the near, mid or distant future, the rules for inheritance tax (IHT) might change a little bit, moderately, substantially or not at all, John Humphreys confidently predicts.
You may recall that recently-replaced chancellor Phillip Hammond requested the Office of Tax Simplification (OTS) review IHT in January 2018. Earlier this month, it published its final report into the...
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Government delays IR35 reforms until 2021
Put back to April 2021
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Neil MacGillivray isn't one for pre-Budget speculation. Here he explores the current state of play with pension tax relief and explains why he hopes Rishi Sunak maintains the status quo...
Tax hikes vital to meet govt spending promises, says IFS
Taxes will have to increase after the March Budget if the government plans to honour the spending plans in outlined last year, the Institute for Fiscal Studies (IFS) has warned.
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...
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Brendan McCurdy: Safe havens, trend following, and the coronavirus crisis
Global markets have seen heightened volatility during the coronavirus crisis and, here, Brendan McCurdy assesses the performance of more traditional 'safe haven' asset classes...
'I hosted a virtual tea party for 35 clients': Communicating during the crisis
Avoiding ‘big mistakes’
Advice firm founder and Quilter AR Dean Mason dies from Covid-19
Leaves wife and children behind
Ombudsman readies itself for increase in pension and investment claims
Overall casework projected to decrease
Sesame offers advisers counselling through employee support provider
Part of Covid-19 hub
