Category Archives: Tax

Brexit and Direct Taxation: Implications for Financial Planners

A consideration of the likely direct and indirect effect of Brexit on those aspects of direct taxation relevant in the financial planning process

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Annual Allowance Vs. Tax Relief

How pension contributions are tested against the annual allowance and how personal tax relief needs to be considered separately

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An Overview of the Residence Nil Rate Band

The fundamentals of the Residence Nil Rate Band explained.

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Corporate Tax Residence

The difficulty for UK companies of achieving non tax residence status plus an update on the Diverted Profits Tax and the consultation of the proposed Digital Services Tax

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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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Trust Taxation Review

The HMRC review of trust taxation and the potential implications for financial planners.

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IHT Simplification – The OTS Review

The first part of the OTS report on IHT simplification and it’s possible implications for the future of IHT administration.

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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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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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