Category Archives: Tax

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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Taxation of Pensions Income

This video blog looks at the how flexible pension income is taxed and how you can reclaim tax back from HMRC.

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Money Purchase Annual Allowance

A reminder of how the MPAA works and how to avoid triggering it.

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DOTAS and IHT – Examples of what’s not caught

HMRC have given examples of what arrangements will not be treated as abnormal or contrived for the new DOTAS IHT Hallmark- good news for financial planners.

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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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OTS Review of Inheritance Tax

The Chancellor’s brief to the OTS and the potential outcomes from the review for inheritance tax as we know it currently.

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Removal of Indexation Relief: Corporate Investment

The impact of the removal of indexation relief for corporate capital gains on property investment companies and corporate investment generally.

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The GAAR in Action 2017

The first case were the general anti abuse rule has been used.

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Corporate Cash Decisions

Reduced corporation tax:  the risks of retained and invested corporate money: Investment choices and corporate tax efficiency.

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Dividend Tax Change for Investors 2017

The financial planning implications of the Spring Budget proposal to reduce the dividend allowance to £2000 from the 2018/19 tax year.

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