Category Archives: Investments

Investment Bonds: Chargeable Events

An overview of bonds for individuals, covering when does a chargeable event occur, how is the gain calculated and how is the gain taxed.

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Annual Allowance Charges

26,500 annual allowance breaches in 2017/8 should give advisers an opportunity to discuss tax efficient investment beyond registered pensions

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Family Investment Companies

FICOs as a possible trust alternative in estate planning with larger estates.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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Tax efficient investing beyond the lifetime and annual allowances

A brief consideration of the main ways to tax efficiently invest beyond pensions with special focus on the role that investment bonds canplay as long term tax efficient investments.

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Age 75 Test

A reminder of how and which funds are tested at the age 75 test and the impact of exceeding the lifetime allowance.

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Year End Tax Planning: Income Tax and Investments

A summary of “do not forget” strategies to minimise tax and maximise tax efficiency.

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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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Life Policy Taxation Changes

Proposals for new rules on the taxation of part surrenders and part assignments of investment bonds.

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