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Home > Your Industry > Tax Planning

Tax Planning

Latest News

Jul 22, 2014

Treasury to lower 55% tax on death benefits

Government will confirm its intentions over the current 55 per cent rate in the Autumn Statement.

Jul 15, 2014

HMRC publishes list of tax avoidance schemes

The sums in question could run into millions of pounds, depending on the scale of a taxpayer’s investment.

From Pensions| Jul 10, 2014

Finance Bill ditches pensions ‘buddy up’ rule

Changes to the Finance Bill are a “step in the right direction on the way to the full reforms”, says Skandia’s pension expert.

Jul 10, 2014

Level playing field for offshore investors

Advisers with expatriate clients, or whose clients’ investments span multiple jurisdictions, may find a more level playing field as global...

From Investments| Jul 08, 2014

Icebreaker cuts off contact with investors

Tax avoidance scheme tells investors it is “not prepared to risk prejudicing anyone’s interests any further”.

From Pensions| Jul 04, 2014

AJ Bell calls pension tax freedom u-turn

Providers suggests measures to avoid tax avoidance at retirement due to new rules are not robust enough.

Analysis & Opinion
Matters of life and death

Jun 20, 2014

Matters of life and death

Advisers need to consider the impact of both CGT and IHT to effectively plan for either, says Danny Cox.

From Special Report: Equity Release - June 2014| Jun 09, 2014

Equity release: What is available, and who is it for?

Equity release products no longer leave vulnerable customers exposed to the threat of negative equity.

From Special Report: Equity Release - June 2014| Jun 09, 2014

Are ‘last resort’ products set for mainstream breakthrough?

Insufficient pension saving has made alternative retirement options increasingly important but the jury is still out.

Nil-rate band planning

May 27, 2014

Nil-rate band planning

The nil-rate band has remained static for five years and is not likely to move until 2018. Danny Cox looks at ways to plan around it.

More on Tax Planning
Adviser Guides

Guide to Making the Most of Isas

An Individual Savings Account (Isa) is a type of financial product available to tax residents of the UK.

Special Reports

Equity Release - June 2014

Predictions of the products imminent breakthrough have proved to be false dawns in the past.

FTAdviser Blog

Planning for the inevitable

Advisers have a key part to play in helping clients make financial plans for when they are gone.

Adviser Guides

Guide to Pensions Lifetime Allowance

The lifetime allowance is a limit on the value of schemes that can be crystallised without tax being applied.

Special Reports

Inheritance Tax - May 2014

Changes have been called for, not least aligning the 55 per cent death benefit tax on pensions with IHT.

Special Reports

Annual Tax Planning - February 2014

Every first quarter, advisers get buried in paperwork as they prepare their clients’ affairs for the end of the tax year.

Recent Articles
  1. HMRC refuses 8% of pension registrations
    From Regulation| Jul 21, 2014

    HMRC refuses 8% of pension registrations

    Latest registration figures prove that the new registration scheme is tackling pension liberation.

  2. Planning for the inevitable
    FTAdviser Blog| Jul 09, 2014

    Planning for the inevitable

    Advisers have a key part to play in helping clients make financial plans for when they are gone.

  3. HMRC beats fixed protection processing problems
    From Pensions| Jul 04, 2014

    HMRC beats fixed protection processing problems

    HMRC overcomes teething problems with 2014 fixed protection application process to deal with all requests received before the 5 April 2014 deadline.

  4. Pension reforms could leave retirees with care bill
    From Pensions| Jul 02, 2014

    Pension reforms could leave retirees with care bill

    Freedom to access pension savings could see one in 10 retirees lose their exemption from care costs, nursing agency warns.

  5. HMRC admits it wrongly sent out penalty letters
    Jun 30, 2014

    HMRC admits it wrongly sent out penalty letters

    Taxman confirms it is urgently updating the records of all employers affected and employers do not need to do anything.

  6. IHT rule change means plans must be reviewed
    Jun 27, 2014

    IHT rule change means plans must be reviewed

    Accountant warns new intestacy rules that have recently received Royal Assent mean inheritance tax plans must be reviewed “as a matter of urgency.”

  7. Wealthy families move to appoint advisers: report
    Jun 26, 2014

    Wealthy families move to appoint advisers: report

    The world’s most successful wealth owners recognise the limits of their own expertise and appoint specialist advisers, a report from law firm...

  8. High Court throws out stamp duty avoidance challenge
    Jun 16, 2014

    High Court throws out stamp duty avoidance challenge

    Measures to block abuse of ‘transfer of rights’ rules expected to bring in more than £160m, taxman says.

  9. HMRC creates dual IHT regime for trusts
    Jun 13, 2014

    HMRC creates dual IHT regime for trusts

    New IHT rules will create demand for financial advice to ensure thousands of existing trust arrangements are not caught out, Skandia predicts.

  10. James Hay sees a 319% rise in fixed protection queries
    Jun 10, 2014

    James Hay sees a 319% rise in fixed protection queries

    Data confirms a lawyer’s concerns over rise in fixed protection complaints from clients.

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