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HMRC

Wrap/platforms

Big comeback: Will unit rebates form the basis of discounts?

Why have so many of the preferential fund deals announced in recent weeks been based on unit rebating rather than the launch of super clean share classes?

clock 13 March 2014 •

Economics / Markets

Five things clients will call you about this week

It's our round-up of the stories your clients may have read in the national newspapers over the weekend.

clock 10 March 2014 •

Income

Why breaching the LTA might be a client's best option

Taking a hefty tax charge on the chin might be the right decision

clock 07 March 2014 •

Regulation

Half of pensioners not prepared for LTA changes - survey

Almost half of pension holders who are over or near their lifetime allowance (LTA) threshold have not yet taken any action to prepare for the limit reductions due to be introduced in April, a survey has found.

clock 04 March 2014 •

Investment

Most Hargreaves' Wealth 150+ deals face rebate tax

Hargreaves Lansdown has confirmed a number of its new discounted fund deals will be subject to HMRC's rebate tax, with only 9 of the 27 funds on its Wealth 150 Plus list available via preferentially priced share classes.

clock 03 March 2014 •

Tax Planning

HMRC launches bid to locate offshore tax evaders

The government has launched an advertising campaign targeting taxpayers with money hidden in offshore accounts.

clock 24 February 2014 •

Regulation

HMRC warns on email phishing scams

HM Revenue and Customers has issued a warning to taxpayers not to be caught out by email phishing scams offering tax rebates in return for bank account or credit card details.

clock 10 February 2014 •

Tax Planning

Technical special: Building a simpler world for discretionary trusts

Skandia's Gordon Andrews examines HMRC’s move to simplify discretionary trust tax

clock 06 February 2014 • 4 min read

Wrap/platforms

HMRC scraps VAT plans for platform fees

Platform fees will remain VAT exempt, according to guidance released by HM Revenue & Customs (HMRC).

clock 06 February 2014 •

Investment

Director of Chartered firm among 13 charged over £2.5m film tax fraud

A financial adviser is among 13 people charged in connection with allegations that they conspired to cheat HM Revenue & Customs (HMRC) out of £2.5m of tax via a complex film scheme designed for that purpose.

clock 31 January 2014 •
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