A short HMRC based description of each.
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Heralding a new world for investment bond taxation?
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Annuity provider consolidation , fund management group interest and the development of structured products with annuity qualities have important implications for the range of solutions that will be available to planners developing retirement income strategies for their clients in the “post freedoms” world.
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Draft regulations have been issued for consultation and response on extending the hallmarks for the issue of DOTAS reference numbers to IHT arrangements. This development ha relevance for financial planners.
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HMRC ability to secure “tax up front” through APNs strengthened through the ruling in their favour in a recent judicial review.
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An update on the latest HMRC view in relation to the IHT implications for funds remaining in a pension fund on death that have been designated to drawdown.
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A look at the reform of dividend taxation to take place from 6.4.2016 and its implication for investors and SME owners.
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A summary of the 5 main summer budget proposals that financial planners should be interested in. Dividend taxation, pensions reform , the main residence nil rate band, trust reform and changes to non-dom rules.
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A summary of the benefits that Techlink can bring to your business.
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The rules for the taxation/non-taxation of benefits taken from a UK pension fund under pension flexibility when non UK Resident.
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