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Tax Planning

Latest News

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.

Oct 22, 2014

HMRC tax avoidance demands reach £250m

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

Oct 20, 2014

Aegon launches protection policy to meet IHT gap

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

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.

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.

Oct 08, 2014

‘Advisers can help clients with tax-efficient giving’

Thesis presents top tips for charitable giving

Analysis & Opinion
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.

Bad manors

Oct 15, 2014

Bad manors

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

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.

I don’t want your tax break, George

Ashley WassallonRegulation| Oct 03, 2014

I don’t want your tax break, George

The country is all but broke, so if there is any spare money going around, it doesn’t need to go in my pocket.

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.

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

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. 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’.

  2. 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.

  3. From Pensions| Oct 08, 2014

    Pension freedoms and your clients

    Answer six questions below to bank your 30 minutes’ CPD from our live workshop.

  4. Clegg: We’ll hike CGT to pay for personal allowance rise
    From Investments| Oct 08, 2014

    Clegg: We’ll hike CGT to pay for personal allowance rise

    Nick Clegg accuses Conservatives of “plagiarising” his party’s tax policy.

  5. Over-55s unmoved by radical retirement reforms
    From Pensions| Oct 08, 2014

    Over-55s unmoved by radical retirement reforms

    Research reveals people far more concerned about ill health, care funding and dementia in their retirement.

  6. HMRC amends tax requirements for bereaved
    Oct 07, 2014

    HMRC amends tax requirements for bereaved

    On Monday (13 October), HMRC will stop demanding information it already has about a deceased taxpayer.

  7. ABI accuses gov of ‘short term tinkering’ with pensions tax
    From Pensions| Oct 06, 2014

    ABI accuses gov of ‘short term tinkering’ with pensions tax

    Insurance industry body reacts to pensions minister’s party conference speech.

  8. Distributing the deceased’s estate
    Oct 03, 2014

    Distributing the deceased’s estate

    On distributing funds to the deceased’s beneficiaries, remember to guard against potential future claims on the estate

  9. From Special Report: | Oct 03, 2014

    Dead right

    Strategies for estate planning and inheritance tax need to be formulated by a qualified adviser

  10. Capacity issues threaten VCT growth story
    From Investments| Oct 02, 2014

    Capacity issues threaten VCT growth story

    Increased interest in tax efficient investments ahead of as pensions tax rule change next April.

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