Autumn Statement Highlights

5 “take-aways” from the Autumn Statement for financial planners.

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Tax Consultations of Relevance to Financial Planners

A reminder of the main tax consultations that we could discover the outcome of on 23 November.

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Possible Pension Tax Relief Change in the Autumn Statement

A summary of the background to, possible shape of and consequences stemming from pension tax relief change that could be in the Autumn Statement.

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New Action Against Facilitators of Tax Avoidance

A new discussion document proposes tough financial sanctions for all in the “supply chain” for a “defeated tax avoidance scheme”.

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Tax Planning for Higher and Additional Rate Taxpayers

HMRC stats reveal 5m higher and additional rate taxpayers receive 33% of total UK income but pay 60% of the total personal tax.

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Latest IHT Stats and Resulting Opportunities

Property and investments drive the major part of the IHT liability for the 8% of estates that will suffer a liability. Planning opportunities for the greater than 8% of adviser clients for whom inheritance tax is something they will want to “do something about”.

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Post Referendum Tax and Financial Planning

A look at the political and economic drivers to tax policy and its impact on financial planning ahead of the Autumn Statement

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DOTAS & IHT Planning

The new disclosure of tax avoidance schemes (DOTAS) draft regulations and their possible impact on IHT planning.

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Life Policy Taxation Changes

Proposals for new rules on the taxation of part surrenders and part assignments of investment bonds.

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Capital Gains Tax and Entrepreneurs’ Relief

The conditions  to be satisfied to become entitled to entrepreneur’s relief and why they need to be taken into account in relation to any corporate investment.

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