Category Archives: Planning

Professional Edge – Tax Year End and Tax Year Start Planning

The next three months offer a great opportunity to review still unused reliefs, allowances and tax saving opportunities for 2019/20 and to plan in advance to maximise permissible tax efficiency for 2020/21.

At the time this video was recorded the Budget date had not been announced. We now know it to be 11th March

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Catastrophe Risk Assessment in wealth planning

The importance of incorporating a Catastrophe Risk Assessment into the wealth creation, management and transfer process. The pivotal role that life and critical illness insurance has to play.

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Personal Allowances

An overview of the income tax personal allowances, mainly focusing on the personal allowance, the personal savings allowance, the dividend allowance, the married couples allowance and the marriage allowance.

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Tax Year End Planning

A reminder of the importance of tax year end planning for financial planners

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Marginal Gains

The benefit of keeping up to date with relevant technical changes.

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Providing for the Cost of Education

Recent research reveals the cost and general lack of parental preparedness for the costs of education

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QROPS Changes: Budget 2017

The Chancellor as announced the introduction of the overseas transfer charge for some QROPS transfers. We look at the detail, the exemptions from the charge, the new 5 year rule and how and when the overseas transfer charge will operate.

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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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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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