Post Referendum Tax Volatility

Possible tax and pension changes in the wake of the referendum decision.

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Capital Gains Tax Changes and the Budget

The change to the rates of capital gains tax and their implications for investment planning

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Corporate Investment

An assessment of whether the changes to the taxation of interest n dividends and capital gains affect corporate investment.

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Being Caught By The Annual Allowance Charge

Decision making for individual and company contributions.

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Dividend Tax Change

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Investment Choices

A reconsideration of investment choices in the light of the 2016/7 tax changes to dividends and capital gains.

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A Closer Look At The Lifetime ISA

A look at the main provisions of the lifetime ISA.

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Main Changes from the 2016 Budget

The main proposals from the budget that we consider to be of direct relevance to financial planners and their clients.

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What to expect from the 2016 Budget

A consideration of some of the areas of change relevant to financial planners that this years Budget might bring.

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Dividend Taxation and the Effect on Life Insurance Bonds

The impact of dividend tax change on wrapper choice.

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