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HMRC

Investment

Understanding the tone of communications

This week I attended a course on the ‘tone of voice' we should use when communicating with customers. The grumpy old man in me tends to feel that today's younger generation would benefit more from learning grammar and punctuation, but tone of voice refreshers...

clock 24 October 2006 •

Investment

IHT pensions loophole could go in PBR

Action to settle whether scheme pension payments are subject to inheritance tax could be included in the pre-Budget Report.

clock 09 October 2006 •

Investment

USP take-up increases on fear of TFC removal

The number of people entering income drawdown on nil income could be using the opportunity to take tax-free cash before it is abolished.

clock 09 October 2006 •

Offshore Investment

Trust in the guidance and benefits of planning

Added together, the total legislative change affecting financial planning brought in under the current government forms a remarkable conglomeration. The challenge to advisers to keep up with rapid changes is certainly significant.

clock 27 September 2006 •

Investment

HMRC cracks down on student property in Sipps

Investors hoping to take advantage of the opportunity to put halls of residence into their self-invested personal pension will have to meet a strict set of criteria.

clock 18 September 2006 •

Investment

Inspectors to get guidance on employer contributions

HM Revenue and Customs will be issuing updated guidance for local tax inspectors on the rules regarding employer contributions to pensions over the next few weeks.

clock 07 September 2006 •

Investment

HMRC provides updated RPSM

HM Revenue and Customs have published an updated version of the Registered Pension Scheme Manual.

clock 04 September 2006 •

Investment

Editorial blog: pensions and Purnell

Being relatively new to the pensions game, I have to admit I was expecting summer to be nice and relaxing, as with parliament in recess I thought news emerging would be limited.

clock 07 August 2006 •

Investment

Life offices offer way to beat 70% charge

Some life offices are attempting to provide clients with a way of 'having their cake and eating it' when it comes to taking tax-free cash.

clock 07 August 2006 •

Investment

Increasing IHT liability requires earlier planning

Increases in the number of people affected by inheritance tax means people should not wait until they are retired to start estate planning.

clock 03 August 2006 •
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