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...
Last month, I looked at how married couples and civil partners could consider transferring investments from one party to the other to maximise unused allowances and lower tax rates. This article will...
More on Tax planning
Government delays IR35 reforms until 2021
Put back to April 2021
Neil MacGillivray: Why I'm not interested in déjà vu Budget predictions
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…
More news
'Retirement income advice is the biggest problem in the adviser market' - Rory Percival
As important as DB transfers
D2C investment platform users rise to all-time high in Q1
Customer numbers rise an average 3.1% across all providers
Is it time to review the risks of DB transfer advice?
It’s The Pro Adviser Podcast
Advisers can defer CPD this year in 'exceptional circumstances' - FCA
Defer to 2021/2022