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Home > Your Industry > Tax Planning

Tax Planning

Latest News

Sep 16, 2014

Scot Prov makes payout to cover adviser ‘chasing’ costs

Financial planner complains about “age-old insurance company technical deficiency” over trust deed.

Sep 05, 2014

Towry urges advisers to examine pensions tax opportunities

Senior partner urges advisers to think about tax planning in terms of benefits in retirement.

From Pensions| Aug 19, 2014

HMRC starts taking individual protection requests

You can now apply online for individual protection for your client’s pension savings.

From Pensions| Aug 13, 2014

Expat tax changes to trigger rise in Qrops demand

A growing number of British expats are likely to “sever financial ties with the UK”, advisory group warns.

Aug 08, 2014

Tax Spotlight: A-Day protection and tax-free cash

The impact of lifetime allowance changes on A-Day protection has been neglected.

From Pensions| Aug 06, 2014

Gov’t unveils three ways to access pension from April

Savers will be able to take lump sums from uncrystallised pot if they do not opt for drawdown or annuity.

Analysis & Opinion

From Special Report: Investing for Outcomes - September 2014| Sep 09, 2014

Alphabet soup of pensions reform

Understanding some of the acronyms facing those at the point of retirement offers an insight into the changes afoot

The settlement nil-rate band

Aug 26, 2014

The settlement nil-rate band

A government consultation threatens to overhaul the principles of trust-based estate planning, explains Danny Cox.

Novia insists tax not fund charges are key

InterviewfromInvestments| Aug 01, 2014

Novia insists tax not fund charges are key

The tax man takes the biggest chunk out of investor’s cash, says Novia’s Paul Boston.

More on Tax Planning
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.

Special Reports

Equity Release - June 2014

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

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.

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.

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. Aug 28, 2014

    Mystery Shopper: Tunbridge Wells

    This week the shopper visits Tunbridge Wells in Kent. He is 45 and requires advice on inheritance tax and estate planning. He plans to get married...

  2. How life companies could undermine new freedoms
    FTAdviser BlogonPensions| Aug 04, 2014

    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.

  3. Research reveals IHT ignorance as tax take hits £3.4bn
    Aug 01, 2014

    Research reveals IHT ignorance as tax take hits £3.4bn

    Survey of 4,000 adults found that most could not identify the current threshold or the tax rate that would apply.

  4. Guide to Trivial Commutation post-Budget
    From Training| Jul 31, 2014

    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.

  5. Advisers blamed for clients losing out on IHT
    Jul 23, 2014

    Advisers blamed for clients losing out on IHT

    Lack of expertise and confidence in tackling inheritance planning leads clients to lose out.

  6. Treasury to lower 55% tax on death benefits
    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.

  7. 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.

  8. HMRC publishes list of tax avoidance schemes
    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.

  9. Finance Bill ditches pensions ‘buddy up’ rule
    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.

  10. Level playing field for offshore investors
    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...

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