Category Archives: Planning

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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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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Post Referendum Tax and Financial Planning

A look at the political and economic drivers to tax policy and its impact on financial planning ahead of the Autumn Statement

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Post Referendum Tax Volatility

Possible tax and pension changes in the wake of the referendum decision.

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Capital Gains Tax Changes and the Budget

The change to the rates of capital gains tax and their implications for investment planning

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Investment Choices

A reconsideration of investment choices in the light of the 2016/7 tax changes to dividends and capital gains.

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HMRC Updates to Financial Bill Clauses

Draft Finance bill clauses relevant to financial planners.

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Impact of House Prices on Inheritance Tax

The importance of residential property to the IHT yield has been recently reconfirmed. But planning with the main residence is hard. This reality calls for informed advice, especially taking account of the new Residence Nil Rate Band.

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The Future of Pensions Tax Relief

Change seems inevitable, the direction of travel seems clear – what can we expect when we get more detail at the next Budget?

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Autumn Statement Highlights for Financial Planners

The key changes from the autumn statement in relation to pensions, savings and investment, property taxation, estate planning and tax avoidance.

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