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Home > Your Industry > Tax Planning

Tax Planning

Latest News

From Investments| Mar 30, 2015

Legislation laid for CTF to Jisa transfers next month

Current average CTF holds approximately £1,409, meaning that as much as £8.9bn could be moved.

From Pensions| Mar 19, 2015

Fall in yields could batter buy-to-let pensioners

Advisers have generally reacted dismissively to people withdrawing from their pot to invest in property.

Mar 19, 2015

Advisers must warn clients with overseas accounts

IFAs dragged into the government’s bid to crackdown on tax evasion.

From Investments| Mar 19, 2015

10 key takeaways from the final pre-election Budget

Chancellor’s wide-ranging speech and accompanying documents raise many talking points.

Mar 18, 2015

Stop press: Disappointment at the lack of IHT plans

Much-anticipated IHT changes not announced

Mar 18, 2015

Personal tax free allowance limits pushed higher

Budget box contained increased limits for the lowest paid and higher rate tax payers.

Analysis & Opinion

Mar 26, 2015

Q&A: Ben Chaplin

How to work out how much Stamp Duty Land Tax you will pay if you buy a house

CPD: Preparing for Pension Freedom

From Pensions| Mar 24, 2015 |

CPD: Preparing for Pension Freedom

FTAdviser is hosting a live webinar on preparing for the new pension freedoms coming into force on 6 April.

Tax spotlight: Business protection

Mar 23, 2015

Tax spotlight: Business protection

Protecting a business from the loss of key personnel is an important issue. Danny Cox looks at the tax implications.

Targeted inheritance tax relief

Mar 23, 2015

Targeted inheritance tax relief

Clarification of IHT relief for emergency services personnel could make the area more complicated. Peter Nellist attempts to unravel it.

More on Tax Planning
Adviser Guides

Key Adviser Issues in Budget 2015

Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

Special Reports

Retirement Income Planning - March 2015

Reforms will trigger the most fundamental rethink of at-retirement advice in years.

FTAdviser Blog

Pensioner bond bonanza shows expediency is everything

News Review: More older investors will be able to access market-smashing savings rates.

Adviser Guides

Guide to Isas and Pension Freedoms

Isas were made a far more flexible savings vehicle last year.

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 Bypass Trusts and Pension Freedoms

Questions have been raised about whether bypass trusts have a role to play in tax planning in the future.

Recent Articles
  1. Key Adviser Issues in Budget 2015
    From Training| Mar 26, 2015

    Key Adviser Issues in Budget 2015

    Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

  2. Product review: Taxsource for advisers
    Review| Mar 23, 2015

    Product review: Taxsource for advisers

    Tax planning tool launched in March by Enterprise Tax Centre.

  3. From Special Report: Retirement Income Planning - March 2015| Mar 23, 2015

    From transactional advice to retirement planning

    Radical pension reforms will be in place in two weeks’ time - and more options could lead to confusion.

  4. From Special Report: Retirement Income Planning - March 2015| Mar 23, 2015

    Where to now for annuities?

    Percentage fall in the number of annuities sold in Q4 was greater than the percentage fall in the value of the policies.

  5. From Special Report: Retirement Income Planning - March 2015| Mar 23, 2015

    When one should take the money - and when not

    Withdrawing money from a pension scheme is not just about taking a lump sum and reducing future income.

  6. Retirement Income Planning - March 2015
    From Our Publications| Mar 23, 2015

    Retirement Income Planning - March 2015

    Reforms will trigger the most fundamental rethink of at-retirement advice in years.

  7. Mar 20, 2015

    The income tap

    Tax planning

  8. Tory pension tax raid makes mockery of savings ‘revolution’
    Ashley Wassall| Mar 20, 2015

    Tory pension tax raid makes mockery of savings ‘revolution’

    Policy will transfer about £600m from tax relief bill, but at the cost of undermining push to save.

  9. From Special Report: Tax planning - March 2015| Mar 19, 2015

    High risks, high rewards

    Tax planning

  10. For richer, for poorer
    From Special Report: Tax planning - March 2015| Mar 19, 2015

    For richer, for poorer

    Married couples should be aware of new ways to reduce their tax bills

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