AXA Wealth's Brian Murphy looks at the implications of the recent HMRC consultation on inheritance tax for people who leave a charitable legacy in their will.
A group of MPs charged with scrutinising cuts to the Department of Work and Pensions (DWP) has said it is still concerned the project is too ambitious.
Entrepreneur Ivan Massow, fresh from launching his new venture which aims to refund 'unearned' trail commission to retail customers, said he is confident the process does not fall foul of HMRC tax rules where it involves pension plans.
The news this week is truly holistic, with stories on tax, investment, savings, pensions and income protection all likely to get clients reaching for your phone number.
HMRC is stepping up a campaign to target the super-rich by targeting people using overseas companies or trusts to hide property deals.
A bogus financial adviser who fraudulently manipulated his "clients'" pension funds to avoid paying tax of over ₤1.9m has been jailed at Hull Crown Court for three years.
A new incentive for charitable legacies which also qualifies for tax relief has prompted The Society of Trust and Estate Practitioners (STEP) to draft a model clause.
Matthew Stephens discusses how recent changes brought in by the Finance Act can bring estate planning benefits and lessen the impact of inheritance tax.
In its latest crackdown on offshore tax evasion, HMRC has signed an agreement with Switzerland that is expected to secure billions of pounds of unpaid tax for the UK exchequer from 2013.
Professional Adviser and Fidelity FundsNetwork have joined forces to urge advisers to protest now against VAT charges on advice post-RDR.