Possible Labour Party Tax Policy

The potential tax strategy of a future labour government and what planning could be considered at the current time

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Conservative Tax Policies

The potential tax policies of the new conservative government.

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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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Wills

Reasons to make a will.

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Tax Evasion, Tax Avoidance and Tax Planning

A consideration of the definitions given by HMRC to tax evasion, avoidance and planning… with resulting key “dos and dont’s”

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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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The OTS Recommendations for Simplifying Inheritance Tax

A summary of the key recommendations made by the OTS for simplifying inheritance tax that are most relevant for financial planners.

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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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SSAS Basics

A quick overview of SSAS, the benefits of using a SSAS over a SIPP including loan backs

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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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