We use cookies to improve site performance and enhance your user experience. If you'd like to disable cookies on this device, please see our cookie management page.
If you close this message or continue to use this site, you consent to our use of cookies on this devise in accordance with our cookie policy, unless you disable them.

Close
In association with

Home > Your Industry > Tax Planning

Tax Planning

Latest News

Nov 12, 2014

Blevins Franks to buy Siddalls France

France Expat wealth targeted

Nov 06, 2014

Towry adopts FinaMetrica risk profiling solution

FinaMetrica claims to be in discussions with several other firms currently using competitors’ systems.

Nov 06, 2014

HMRC: One in five can’t fill in paper stamp duty form

Stamp taxes continue to see a disproportionately high volume of errors in stamp duty land tax returns submitted on paper.

Companies & People| Nov 04, 2014

Tax and wealth adviser acquires Siddalls France

Following this acquisition, assets under management for the Blevins Franks Group stand at £2.2bn.

From Regulation| Oct 30, 2014

New agreement signed to clamp down on tax evasion

Government says new standards will increase HMRC’s ability to clamp down on tax evaders.

From Investments| Oct 28, 2014

Third of advisers say onshore bonds are overlooked

Research finds onshore bonds’ tax benefits give advantages over Oeics.

Analysis & Opinion

Nov 20, 2014

On leaving behind clear instructions

The greater freedom in how pension benefits can be passed on to beneficiaries from April next year has created new opportunities

Nov 12, 2014

Defaqto unveils tax shelter guide

Defaqto promotes awareness of business property relief

NICs: The end should be nigh

Oct 30, 2014

NICs: The end should be nigh

Report states the National Insurance Fund is close to running out, and suggests a single earnings tax to replace it

The end of IHT

Oct 29, 2014

The end of IHT

Policies announced at the Conservative conference could sound the death knell for IHT on pensions. Danny Cox investigates.

More on Tax Planning
Adviser Guides

Guide to Retirement Income Options post-Budget

Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

Special Reports

Equity Release - June 2014

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

FTAdviser Blog

Reform rush has industry in a spin over freedoms

Week in brief: Treasury confirms draft rules and FCA lines up guidance policy, as advisers ‘hide behind their desks’.

Adviser Guides

Guide to Trivial Commutation post-Budget

Trivial commutation is an option for pension scheme members, which allows them to exchange small pensions for a taxable lump sum.

FTAdviser Blog

How life companies could undermine new freedoms

News Review: Prevarication, bureaucracy and a good old fashioned case of mis-selling underline challenges that lie ahead.

FTAdviser Blog

Planning for the inevitable

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

Recent Articles
  1. Couples risk leaving partners without any income
    From Pensions| Oct 24, 2014

    Couples risk leaving partners without any income

    Two in five UK couples over the age of 40 have made arrangements to ensure one partner will continue to receive a retirement income.

  2. HMRC tax avoidance demands reach £250m
    Oct 22, 2014

    HMRC tax avoidance demands reach £250m

    Accelerated payments regime on course to recover £7.1bn of disputed tax by March 2016.

  3. Aegon launches protection policy to meet IHT gap
    Oct 20, 2014

    Aegon launches protection policy to meet IHT gap

    Whole of life policy developed in response to research showing lack of cover.

  4. Reform rush has industry in a spin over freedoms

    Reform rush has industry in a spin over freedoms

    Week in brief: Treasury confirms draft rules and FCA lines up guidance policy, as advisers ‘hide behind their desks’.

  5. Your technical pension freedoms questions answered
    From Pensions| Oct 17, 2014

    Your technical pension freedoms questions answered

    ‘Non-advised drawdown is an accident waiting to happen’, says pensions expert and workshop panelist.

  6. Pensions Bill scrambling shows guidance success critical
    Ashley WassallonPensions| Oct 17, 2014

    Pensions Bill scrambling shows guidance success critical

    In a lot of the cases full advice should be recommended and would be well worth the expense.

  7. Bad manors
    Oct 15, 2014

    Bad manors

    The Labour Party’s proposed tax on properties worth over £2m is unfair and impractical

  8. Puma launches Aim inheritance tax service
    Oct 15, 2014

    Puma launches Aim inheritance tax service

    Service takes advantage of new Isa rules and expectations of interest spike from next April’s at-retirement reforms.

  9. Pension freedoms webinar workshop
    From Pensions| Oct 13, 2014

    Pension freedoms webinar workshop

    They’ve been referred to as the biggest changes to pension tax rules for a generation, some say ever.

  10. Guide to Retirement Income Options post-Budget
    From Training| Oct 08, 2014

    Guide to Retirement Income Options post-Budget

    Many headlines in the aftermath of the Budget concentrated on the fantastic freedom and choice being introduced.

More on FTAdviser
FTA jobs