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Home > Your Industry > Tax Planning

Tax Planning

Latest News

From Investments| 11:07

Cash savers stung by savings allowance rules

Accountant uncovers devilish detail in new rules, meaning some of your clients could face a surprise tax bill.

May 20, 2016

Adviser wins court case over disputed will

Great niece and nephew take adviser to court after confusion over content of their aunt’s will.

From Regulation| May 10, 2016

Bank of Ireland loses £27m tax avoidance case

Court of Appeal finds in favour of HM Revenue & Customs, after bank’s subsidiary tried to exploit loophole.

May 04, 2016

Way Group launches inheritance tax relief product

Way Group chairman Paul Wilcox claims product is a UK first.

May 03, 2016

HMRC poised for further high net worth tax crack down

Recent successes for the tax office likely to spur further investigations, suggests Pinsent Masons.

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.

Analysis & Opinion
Spotlight: Regional income tax rates

May 20, 2016

Spotlight: Regional income tax rates

Devolution for Scotland and Wales could further complicate UK tax planning. Danny Cox explains.

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?

More on Tax Planning
Adviser Guides

Guide to CGT and Trusts

Given the constant tinkering with capital gains tax (CGT) liabilities it is important to revisit your client’s financial arrangements.

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 advising overseas clients

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

FTAdviser Blog

Advisers could benefit from entrepreneurs’ relief

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

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.

Recent Articles
  1. Guide to CGT and Trusts
    From Training| May 05, 2016

    Guide to CGT and Trusts

    Given the constant tinkering with capital gains tax (CGT) liabilities it is important to revisit your client’s financial arrangements.

  2. Fos slates adviser for blaming client for poor advice
    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.

  3. 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.

  4. IHT rule change clash flagged for advisers
    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.

  5. Vulnerable clients and ambulance chasers: week in news
    Your Business| Apr 15, 2016

    Vulnerable clients and ambulance chasers: week in news

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

  6. MPs blame HMRC for impression rich can evade tax
    Apr 15, 2016

    MPs blame HMRC for impression rich can evade tax

    Public accounts committee delivers scathing report on UK tax office.

  7. Hidden Budget headache for platforms uncovered
    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.

  8. 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.

  9. 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.

  10. 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

More on FTAdviser