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Home > Your Industry > Tax Planning

Tax Planning

Latest News

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.

From Investments| Jan 15, 2015

Funeral cost expectation mismatch revealed

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

Jan 14, 2015

Government mulls post-election IHT relief restriction

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

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.

Jan 08, 2015

Webb: Pensions should not be IHT planning vehicle

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

Analysis & Opinion
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.

Tax spotlight: Relevant property trusts

Jan 22, 2015

Tax spotlight: Relevant property trusts

The government’s latest proposal is examined by Victoria Harman

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

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 Retirement Income Options post-Budget

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

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.

Recent Articles
  1. 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.

  2. 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

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

    Charity needn’t be taxing

    Two tax-efficient ways of giving to your favourite charities

  4. Advisers back inheritance tax reform: OM Wealth
    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.

  5. IFAs to lose out with goodwill taxation clause
    Dec 11, 2014

    IFAs to lose out with goodwill taxation clause

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

  6. Five key themes from this week’s news
    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.

  7. 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

  8. What has the Autumn Statement done for us?
    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

  9. 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

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

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