Professional Edge – Tax Year End Planning: Doing the Detail

A summary of the important allowances, reliefs and exemptions applicable to tax planning in relation to pensions, income tax, ISAs, CGT and IHT.

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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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Professional Edge – Tax Planning under a Conservative Government

Key areas of tax policy likely under a conservative government based on their manifesto and what this might mean for financial planning strategy.

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Tax planning for business owners under a Labour government

Potential tax planning implications of the Labour manifesto proposals on, corporation tax income tax and capital gains tax.

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Tax planning for investors under a Labour government

Potential tax planning implications for investors of the Labour manifesto proposals on income tax and capital gains tax.

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Bonds as Trustee Investments

An overview of how bonds are taxed when held in trust, including who is assessable to income tax on any chargeable event gain depending on the type of trust created.

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Technically Speaking – Labour 2019 Manifesto

The proposals in the Labour manifesto of greatest direct relevance to financial planners and financial planning

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Technically Speaking – Liberal Democrat Manifesto 2019

The proposals in the LibDem manifesto of greatest direct relevance to financial planners and financial planning

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Technically Speaking – Conservative Manifesto 2019

The proposals in the Conservative manifesto of greatest direct relevance to financial planners and financial planning.

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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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