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Home > Your Industry > Tax Planning

Tax Planning

Latest News

From Investments| Feb 27, 2015

Mobeus VCT close squeezes market capacity further

Industry body maintains there is still availability to meet demand.

From Pensions| Feb 25, 2015

Altmann: Pension tax relief could be scrapped

Next government likely to review lifetime allowance and options for pension tax relief.

From Regulation| Feb 23, 2015

High Court dismisses legal challenge against Fos

Accountancy firm loses court battle against ombudsman and claims management firm.

From Pensions| Feb 16, 2015

Lifetime pension allowance threat to future income

Amount of income generated from savings not subject to tax will fall to less than £20,000 in 25 years.

From Pensions| Jan 30, 2015

Pension reforms to benefit long-term care

Reforms must not forget potential benefits for later life medical care, argue advisers and providers.

Jan 28, 2015

HMRC ‘death charge’ change favours incumbent providers

Revenue proposes three revisions to the transfer of benefits for Isas.

Analysis & Opinion
Tax: Post-election taxes to rise

Feb 23, 2015

Tax: Post-election taxes to rise

With just months before the general election, Danny Cox looks at the different parties’ likely tax policies.

Keep it in the family

Jan 28, 2015

Keep it in the family

When it comes to making a will, complicated relationships require simple solutions, and a trust can ensure the wishes of the deceased are carried...

Tax planning should be simpler and fairer

Ashley Wassall| Jan 23, 2015

Tax planning should be simpler and fairer

Focus of the Davos forum could mean future changes in the way tax reliefs are offered.

Showing resolved intent

Jan 22, 2015

Showing resolved intent

Organising the use of the IHT income exemption is vital, but has many potential pitfalls. Peter Nellist explains what to look out for.

More on Tax Planning
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.

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 Retirement Income Options post-Budget

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

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’.

Recent Articles
  1. Feb 12, 2015

    Mystery Shopper

    IHT mitigation

  2. Pensioner bond bonanza shows expediency is everything
    FTAdviser BlogonInvestments| Feb 09, 2015

    Pensioner bond bonanza shows expediency is everything

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

  3. Tax spotlight: Relevant property trusts
    Jan 22, 2015

    Tax spotlight: Relevant property trusts

    The government’s latest proposal is examined by Victoria Harman

  4. Guide to Bypass Trusts and Pension Freedoms
    From Training| Jan 22, 2015

    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.

  5. Funeral cost expectation mismatch revealed
    From Investments| Jan 15, 2015

    Funeral cost expectation mismatch revealed

    Sixteen per cent saying they were “shocked” by how expensive funerals are.

  6. Government mulls post-election IHT relief restriction
    Jan 14, 2015

    Government mulls post-election IHT relief restriction

    Business relief may be amended to bring it closer to the original policy intention.

  7. Broker reveals VCTs close to capacity
    From Investments| Jan 12, 2015

    Broker reveals VCTs close to capacity

    Many generalist and Aim funds are already nearing fundraising targets well before the end of tax year.

  8. Webb: Pensions should not be IHT planning vehicle
    Jan 08, 2015

    Webb: Pensions should not be IHT planning vehicle

    Pensions minister also reveals guidance guarantee trial sessions will begin before April.

  9. Trusts concession alleviates privacy concerns
    Dec 18, 2014

    Trusts concession alleviates privacy concerns

    Aim is to enhance transparency, make “dodgy deals” harder to hide and fight money laundering and tax crime

  10. Charity needn’t be taxing
    Dec 12, 2014

    Charity needn’t be taxing

    Two tax-efficient ways of giving to your favourite charities

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