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Home > Your Industry > Tax Planning

Tax Planning

Latest News

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

Dec 11, 2014

Advisers back inheritance tax reform: OM Wealth

Survey also finds support for simplified protection products and expectations of further pensions reform in the next parliament.

Dec 11, 2014

IFAs to lose out with goodwill taxation clause

Autumn Statement changes to entrepreneurs’ relief will cause extra problems for IFAs

From Regulation| Dec 05, 2014

Five key themes from this week’s news

Changes to stamp duty, Isas and ‘death benefits’ will surely mean more consumers will be seeking out regulated advice.

Dec 03, 2014

What has the Autumn Statement done for us?

Fairness on Isas, more people removed from higher income tax brackets and stamp duty reform

From Mortgages| Dec 03, 2014

Market View: Stamp duty a ‘double-edged sword’

Experts reveal who will be the winners and losers of the chancellor’s decision to overhaul stamp duty.

Analysis & Opinion
Charity needn’t be taxing

Dec 12, 2014

Charity needn’t be taxing

Two tax-efficient ways of giving to your favourite charities

Stamp duty slab abolition is biggest surprise of all

Dec 03, 2014

Stamp duty slab abolition is biggest surprise of all

Welcome news for some in the Autumn Statement but pain for wealthy non-doms

Tax avoidance once again falls under the spotlight

Dec 03, 2014

Tax avoidance once again falls under the spotlight

The chancellor of the Exchequer has raised the spectre of a greater crackdown on tax schemes

IHT and the 14-year rule

Nov 24, 2014

IHT and the 14-year rule

Victoria Harman looks at what advisers can do to avoid being caught out by the 14-year rule.

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.

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.

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. Market View: Isa death tax cut a ‘fair outcome’ for savers
    Dec 03, 2014

    Market View: Isa death tax cut a ‘fair outcome’ for savers

    Calum Bennie of Scottish Friendly says “removal of tax on savings that are passed on after death is the icing on the cake”.

  2. Tax bill for non-doms increased
    Dec 03, 2014

    Tax bill for non-doms increased

    Resident non domiciles are going to have to pay more tax to HM Treasury.

  3. Inheritance tax exemption net cast wider
    Dec 03, 2014

    Inheritance tax exemption net cast wider

    Existing exemptions for medals and other decorations that are awarded for valour or gallantry are to be extended.

  4. Tax benefits of salary sacrifice axed
    Dec 03, 2014

    Tax benefits of salary sacrifice axed

    The government is cracking down on the avoidance of tax through special purpose share schemes.

  5. Osborne increases higher rate tax threshold
    From Investments| Dec 03, 2014

    Osborne increases higher rate tax threshold

    Chancellor states that “We back people of all ages in work”.

  6. All eyes on housing market as stamp duty ‘slab’ abolished
    From Mortgages| Dec 03, 2014

    All eyes on housing market as stamp duty ‘slab’ abolished

    From midnight tonight (3 December), the Conservatives are abolishing the current “slab” structure of stamp duty.

  7. HMRC seeks to close protected lump sum tax loophole
    From Pensions| Nov 25, 2014

    HMRC seeks to close protected lump sum tax loophole

    Tax office answers industry’s questions about stand-alone lump sums in light of greater pension freedoms.

  8. Nov 20, 2014

    On leaving behind clear instructions

    The greater freedom in how pension benefits can be passed on to beneficiaries from April next year has created new opportunities

  9. Nov 12, 2014

    Defaqto unveils tax shelter guide

    Defaqto promotes awareness of business property relief

  10. Nov 12, 2014

    Blevins Franks to buy Siddalls France

    France Expat wealth targeted

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