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Home > Your Industry > Tax Planning

Tax Planning

Latest News

From Regulation| Apr 27, 2016

FCA extends Panama papers probe

Acting chief executive says it is still too early to assess the scale of regulatory and legal wrongdoing.

Apr 26, 2016

Fos slates adviser for blaming client for poor advice

Ombudsman says adviser should have had the knowledge to ask at least basic questions to properly investigate a client’s inheritance tax liability.

Apr 18, 2016

IHT rule change clash flagged for advisers

Accountancy firm suggests the change is a “classic door opener” for advisers to speak with clients.

Your Business| Apr 15, 2016

Vulnerable clients and ambulance chasers: week in news

Claims management companies and investment managers also under fire this week.

Apr 15, 2016

MPs blame HMRC for impression rich can evade tax

Public accounts committee delivers scathing report on UK tax office.

From Investments| Apr 12, 2016

Hidden Budget headache for platforms uncovered

As sunset clause closes platforms face more admin trials due to a little known Budget announcement.

Analysis & Opinion
Time for alternatives to shine

From Investments| Apr 22, 2016

Time for alternatives to shine

Lifetime and annual pension limit reductions left investors craving tax-efficient savings with a bitter taste. Craig Rickman asks, are VCTs and...

Lifetime Isa – the savers’ sweet spot

Apr 21, 2016

Lifetime Isa – the savers’ sweet spot

Danny Cox looks at how the government’s new Lifetime Isa might shape up.

Emma Ann Hughes| Apr 15, 2016

Advisers should fear tax witch hunts

How confident can an adviser be these days a product they push for tax planning purposes won’t come back to haunt them?

Personal savings allowance - interesting times

Mar 21, 2016

Personal savings allowance - interesting times

Tax planners must be up to date with the implications of the new personal savings allowance, says Danny Cox.

More on Tax Planning
Adviser Guides

Guide to advising overseas clients

Regulatory changes at home and abroad have created new challenges and opportunities.

FTAdviser Blog

HMRC is not kind, nor does it care

Various tax crackdowns have meant advisers need to present water-tight advice.

Adviser Guides

Guide to Autumn Statement 2015

The chancellor showed he was for u-turning by abandoning cuts to tax credits in this year’s Autumn Statement.

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

More headline-grabbing tax changes were announced in the 2016 Budget

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

More headline-grabbing tax changes were announced in the 2016 Budget.

Recent Articles
  1. HMRC is not kind, nor does it care
    FTAdviser Blog| Apr 22, 2016

    HMRC is not kind, nor does it care

    Various tax crackdowns have meant advisers need to present water-tight advice.

  2. PM sets up tax unit after Panama Papers leak
    Apr 11, 2016

    PM sets up tax unit after Panama Papers leak

    About 700 current leads linked to the Panama Papers are already being investigated.

  3. Widespread ignorance of inheritance tax threshold - Octopus
    Apr 08, 2016

    Widespread ignorance of inheritance tax threshold - Octopus

    More than eight out of ten people are in the dark about inheritance tax limits, according to research by the tax-efficient investment specialist.

  4. One in five IFAs happy with retirement income options
    From Pensions| Apr 07, 2016

    One in five IFAs happy with retirement income options

    Two-thirds of advisers say providers should have done more in the past year to meet demand

  5. Just one in five IFAs happy with retirement income options
    From Pensions| Apr 07, 2016

    Just one in five IFAs happy with retirement income options

    Two thirds of advisers say providers should have done more in the past year to meet demand.

  6. Calls about tax-free cash double pre-Budget: Fidelity
    From Pensions| Apr 06, 2016

    Calls about tax-free cash double pre-Budget: Fidelity

    Huge rise in calls in run up to Budget after speculation that pension tax-free cash would be scrapped.

  7. Tax free pension cash calls doubled before Budget: Fidelity
    From Pensions| Apr 06, 2016

    Tax free pension cash calls doubled before Budget: Fidelity

    Average call volumes doubled in February following speculation the pension tax-free lump sum would be scrapped

  8. New tax year heralds major changes
    Apr 06, 2016

    New tax year heralds major changes

    2016/17 tax year ushers in higher personal allowance and new state pension

  9. What you must know about today’s tax changes
    Apr 06, 2016

    What you must know about today’s tax changes

    Here is what you need to know to make sure your clients are taking full advantage from the start of the fiscal year.

  10. Tax advisers braced for Panama Papers backlash
    Apr 04, 2016

    Tax advisers braced for Panama Papers backlash

    Law firms warn clients with offshore holdings must make sure their affairs are in order as scrutiny increases.

More on FTAdviser