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Tax planning

Advisers struggle with CGT planning as majority of platforms fall short on tools

Tax planning

Advisers struggle with CGT planning as majority of platforms fall short on tools

Only a minority of platforms offer tools

clock 20 May 2025 • 2 min read
'Turning losses into wins': Managing clients' expectations in turbulent markets

Tax planning

'Turning losses into wins': Managing clients' expectations in turbulent markets

'Disruption can also bring opportunity'

clock 19 May 2025 • 4 min read
Almost three-quarters of UK adults do not understand how IHT works

Tax planning

Almost three-quarters of UK adults do not understand how IHT works

Flagged as a ‘family taboo’

clock 19 May 2025 • 2 min read
Gifting, annuities and onshore bonds surge as IHT shake-up looms

Tax planning

Gifting, annuities and onshore bonds surge as IHT shake-up looms

Advisers scramble to adjust to changes in the Autumn Budget

clock 13 May 2025 • 3 min read
Interconnections: SIPP/SSAS taxable property

Pensions

Interconnections: SIPP/SSAS taxable property

The consequences of holding taxable property in a SIPP or SSAS can be onerous and will offset the tax advantages offered by such a pension solution, warns Caitlin Southall

clock 12 May 2025 • 4 min read
Safeguarding clients in a world of increasing HMRC activity

Tax planning

Safeguarding clients in a world of increasing HMRC activity

'It is important that financial advisers stay informed and proactive'

clock 23 April 2025 • 4 min read
IHT receipts swell to record £8.2bn for 2024/25

Tax planning

IHT receipts swell to record £8.2bn for 2024/25

10% higher than last year, commentators note

clock 23 April 2025 • 2 min read
HMRC gears up for an increase in criminal investigations

Tax planning

HMRC gears up for an increase in criminal investigations

'Criminal investigations are reserved for the most egregious cases'

clock 17 April 2025 • 4 min read
Spring Statement sigh of relief? Don't hold your breath for the Budget

Tax planning

Spring Statement sigh of relief? Don't hold your breath for the Budget

'It never hurts for us to adopt the brace position'

clock 15 April 2025 • 4 min read
A new tax year for advice: 'Tax planning is not done'

Tax planning

A new tax year for advice: 'Tax planning is not done'

Advisers urge clients to maximise their tax breaks

clock 08 April 2025 • 5 min read
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