Pension Transfers and IHT

The Staveley case and what it might mean for pension transfers by individuals in ill-health.

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Individual Protection Deadline Approaching

Time is running out but there is still time to apply if you know how to spot those impacted.

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New Taxation Rules for Non-Doms

Hardly surprising and there is much in the way of new legislation, law and practice. Practical actions for financial players considered.

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Life Policy Taxation: Draft Finance Bill 2017 Provisions

HMRC have decided not to implement potentially deep ranging changes to the taxation of part surrenders and part assignments of policies of life assurance.

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Corporate Taxation Trends

A look at UK and global corporation tax trends and issues for UK SME shareholding directors to consider when investing corporate money.

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Autumn Statement Highlights

5 “take-aways” from the Autumn Statement for financial planners.

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Tax Consultations of Relevance to Financial Planners

A reminder of the main tax consultations that we could discover the outcome of on 23 November.

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Possible Pension Tax Relief Change in the Autumn Statement

A summary of the background to, possible shape of and consequences stemming from pension tax relief change that could be in the Autumn Statement.

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New Action Against Facilitators of Tax Avoidance

A new discussion document proposes tough financial sanctions for all in the “supply chain” for a “defeated tax avoidance scheme”.

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Tax Planning for Higher and Additional Rate Taxpayers

HMRC stats reveal 5m higher and additional rate taxpayers receive 33% of total UK income but pay 60% of the total personal tax.

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