Category Archives: Investments

Proposed ISA Changes

The “cashback” ISA an the Help to Buy ISA were announced in the Budget – Tony Wickenden considers the detail.

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A New Approach to Facilitating Adviser Charging Through Investment Bonds

A relatively new and interesting basis of facilitating charging through investment bonds has emerged . Theory and practice in connection with this “new way” will need to be carefully managed.

Disclosure Of Tax Avoidance Schemes and Inheritance Tax

HMRC have recently issued a new consultation entitled “Strengthening the tax avoidance disclosure regimes”. Extending the hallmarks and removing grandfathering are the two key proposals . These proposals could particularly effect some IHT planning and I consider this aspect of the proposals in my latest video blog. You can get more from our Techlink bulletin on the subject.

Investing Corporate Cash

Cash on the balance sheet can have a negative effect on business property relief but maybe not entrepreneurs relief. Investing it requires care. Business needs, risk assessment and tax consequences must be understood before taking action.