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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Legal Fundamentals of a Trust
Consideration of what is required to ensure that a trust is correctly set up and who are the key parties to a trust.
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Block Transfers
This video blog digs into the issues surrounding block transfers, their benefits and complexities.
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Pre Commencement Pensions
This video blog serves as a reminder of the impact that pre commencement pensions have on the lifetime allowance and when they need to be taken into account.
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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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Age 75 Test
A reminder of how and which funds are tested at the age 75 test and the impact of exceeding the lifetime allowance.
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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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Trust Registration Service
What the new trust registration service means for financial services related trusts.
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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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