In-specie transfers within pension schemes and their tax implications have been under the spotlight in the recent Sippchoice Limited vs HMRC Upper Tax Tribunal case. Here, Mohassan Mehmood discusses the potential fall-out from the recent ruling...
It's been a long-standing dispute over the tax treatment of transferring non-cash assets into pension schemes. Let's rewind to 2018. Sippchoice Limited was successful at the First-tier Tribunal in challenging...
ISA tax relief cost £3.3bn in 2018/19
Tax doesn't have to be taxing
Announcments distinct from Budget
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers