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Home > Your Industry > Tax Planning

Tax Planning

Latest News

From Pensions| Apr 10, 2014

HMRC gives guidance on cancelled annuities

Tax office tells providers what they have to do with those who have cancelled following the Budget announcement.

Apr 02, 2014

Don’t get caught out by far-reaching foreign tax rules:...

A lack of awareness of tough overseas jurisdictional tax rules could leave investors, expats and their advisers exposed to hefty fines and possible...

Apr 02, 2014

High inheritance tax is ‘trapping families’

The UK needs to reform its inheritance tax regime in line with other developed countries, Mark Giddens, partner for accountancy firm UHY Hacker...

From Investments| Mar 25, 2014

Treasury reveals new rule for latest VCT shares

New “simple rule” focuses on when funds are initially raised and where VCTs may not have made qualifying investments.

Mar 20, 2014

Foreign reserves IHT protection to be banned

Clients who live abroad and use foreign reserves to protect their estate from inheritance tax will no longer be able to do so, George Osborne has...

Mar 20, 2014

Scottish tax receipts to reach £5.7bn by 2016/17

Scottish tax receipts from income tax, stamp duty, landfill tax and aggregate levy will hit £5.1bn in 2015/16, £5.3bn in 2015/16 and £5.7bn in...

Analysis & Opinion
Ensuring a happy new tax year

Mar 25, 2014

Ensuring a happy new tax year

Now is a good time to review a client’s position and reduce tax liabilities. Start with the income tax, says Victoria Harman.

How to win the generation game

Mar 20, 2014

How to win the generation game

It can be difficult enough maintaining harmony within a family, but. throw a family business into the mix and the issues multiply exponentially.

Mar 20, 2014

Make the most of the CGT exemption

You would not turn your nose up at an extra £3,000 a year return on your portfolio.

Happily divorced

Feb 27, 2014

Happily divorced

Once bitten twice shy, they say, but many widows, widowers and divorcee(s) do brave marriage again, sometimes creating family structures that are a...

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

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.

FTAdviser Blog

Mas under siege, but ‘advice’ elephant in the room remains

Week in Brief: Mas hit by two critical parliamentary reports, while George Osborne toughens stance on avoidance.

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.

Adviser Guides

Guide to Platform Re-pricing

Jostling for market position in an unbundled world has begun.

Recent Articles
  1. Budget 2014: 10% tax rate on savings income abolished
    Mar 19, 2014

    Budget 2014: 10% tax rate on savings income abolished

    From April 2015 the 10 per cent ‘starting-rate’ will be replaced with a new 0 per cent rate.

  2. Budget 2014: HMRC handed new pension liberation powers
    From Pensions| Mar 19, 2014

    Budget 2014: HMRC handed new pension liberation powers

    “We hope to protect the innocent from engaging in pension liberation activity,” HM Revenue & Customs announces.

  3. Budget 2014: HMRC cracks down on EIS and VCT abuse
    From Investments| Mar 19, 2014

    Budget 2014: HMRC cracks down on EIS and VCT abuse

    Inheritance tax has been waived for those in emergency services who lose their lives protecting the nation and the chancellor has pledged a further...

  4. Investors at risk of losing £300k relief after HMRC decision
    From Investments| Mar 14, 2014

    Investors at risk of losing £300k relief after HMRC decision

    Decision to withdraw permissions and associated tax incentives is “worrying” for investors, says trade body.

  5. HMRC clarifies film and TV EIS rules
    From Investments| Mar 13, 2014

    HMRC clarifies film and TV EIS rules

    Companies producing more than half of a TV programme or film could still be eligible for EIS inclusion, HMRC says.

  6. Alarm raised on fresh drawdown unlocking threat
    From Pensions| Mar 07, 2014

    Alarm raised on fresh drawdown unlocking threat

    HMRC says tactics are within tax law and that concerns better addressed to FCA and PRA.

  7. Law Commission’s prenup plans will have ‘huge impact’
    Mar 06, 2014

    Law Commission’s prenup plans will have ‘huge impact’

    New measures from the Law Commission around prenuptial agreements aim to help both parties with their financial arrangements, Claire Blakemore has...

  8. Aim-listed Isas have a role in IHT planning: lawyer
    Mar 05, 2014

    Aim-listed Isas have a role in IHT planning: lawyer

    Isas holding stocks on the alternative investment market should form part of any inheritance tax planning solution, Charles Hutton has said.

  9. UK’s best paid among the world’s most taxed
    Mar 05, 2014

    UK’s best paid among the world’s most taxed

    The UK’s higher earners are among the world’s most taxed, figures from PricewaterhouseCoopers have shown.

  10. Guide to Making the Most of Isas
    From Training| Feb 27, 2014

    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.

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