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Neil MacGillivray

Neil MacGillivray: Pension funding caution ahead of tax year-end

Pensions

Neil MacGillivray: Pension funding caution ahead of tax year-end

Exercise in caution

clock 22 March 2022 • 3 min read
Neil MacGillivray: The double benefit of charitable gifting through a will

Estate planning

Neil MacGillivray: The double benefit of charitable gifting through a will

Legacy tax benefits

clock 11 January 2022 • 3 min read

Featured

Neil MacGillivray: Assessing the tapered annual allowance before tax year end

As the tax year-end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient

clock 09 February 2021 • 3 min read

Featured

Neil MacGillivray: Almost six years on from pensions freedom

It has been almost six years since pensions freedom came into effect, writes Neil MacGillivray, and advisers' jobs are more important than ever

clock 26 January 2021 • 3 min read

Tax planning

Neil MacGillivray: Weathering a defined contribution pensions storm

Treasury call for evidence

clock 11 November 2020 • 4 min read

Tax Planning

Neil MacGillivray: Common sense (finally) prevails on IHT

Supreme Court ruling

clock 22 September 2020 • 4 min read

Retirement

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...

clock 10 March 2020 • 4 min read

Tax planning

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...

clock 14 February 2020 • 3 min read

Tax planning

Neil MacGillivray: Simplifying IHT (Part 2) - Cutting through the complexities

OTS’s second report

clock 14 August 2019 • 4 min read

Tax planning

Neil MacGillivray: Simplifying IHT (Part 1) - The winners and losers

OTS’s second report

clock 07 August 2019 • 4 min read
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