Category Archives: Tax

Dividend Taxation and the Effect on Life Insurance Bonds

The impact of dividend tax change on wrapper choice.

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Impact of House Prices on Inheritance Tax

The importance of residential property to the IHT yield has been recently reconfirmed. But planning with the main residence is hard. This reality calls for informed advice, especially taking account of the new Residence Nil Rate Band.

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The Future of Pensions Tax Relief

Change seems inevitable, the direction of travel seems clear – what can we expect when we get more detail at the next Budget?

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Autumn Statement: IHT and Pensions

A welcome relaxation on IHT and pensions announced in the Autumn Statement plus a brief review of pensions as an “IHT Free Zone”.

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IHT and pensions

Generally speaking, IHT is not an issue for pension arrangements. The pension fund is not in the estate of the member and the relevant property regime doesn’t apply.

There could, however, be the potential of an IHT liability resulting from a single contribution or scheme transfer made within two years of death by an individual who knew they were in serious ill health when they made the transfer.

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Three Lies

There is more than meets the eye to three important pre-election tax changes; Pension death benefits, the residence nil rate band and annual allowance reduction.

Important responsibilities (to inform affected clients) and opportunities to factor the changes into financial planning result for advisers.

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Summary of HMRC Action

A summary of recent HMRC action to combat evasion and avoidance.

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Tax Evasion, Tax Avoidance and Tax Planning

A short HMRC based description of each.

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Investment Bond Taxation: Joost Lobler Case

Heralding a new world for investment bond taxation?

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Expanding the DOTAS hallmarks on IHT

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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