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Home > Your Industry > Tax Planning

Tax Planning

Latest News

Aug 21, 2015

Clients will be won or lost on intergenerational relations

Wealth management experts say advisers must concentrate on proving their expertise to clients.

From Pensions| Aug 19, 2015

Towry warns of missed millions under P-Isa plans

Compound interest is the key factor the government’s green paper must remember, says head of retirement planning.

Aug 19, 2015

Tax expert warns Liechtenstein replacement will be tougher

Liechtenstein Disclosure Facility is the fastest way to settle your UK tax matters on the most favourable terms.

From Investments| Aug 18, 2015

HMRC dividend allowance won’t reduce total taxable income

Government clarification on the new tax-free dividend allowance is light on detail.

Aug 17, 2015

Taxpayers need certainty as clampdown continues

Tax experts warn that Osborne is lowering his sights

Aug 13, 2015

MAS in big financial literacy push among schools

Money committed to help improve education across England and Wales

Analysis & Opinion
10 things you must know to advise those facing care

From Pensions| Aug 27, 2015 |

10 things you must know to advise those facing care

Small print and themes in the Care Act are likely to have an impact on care fees planning.

Summer Budget 2015’s a new dividend tax

Aug 21, 2015

Summer Budget 2015’s a new dividend tax

Danny Cox examines how the changes to the tax plans will alter from the current system and who it will hit most.

Jul 30, 2015

Heir today, gone tomorrow

You have to get to grips with the new additional main residence nil-rate band to take advantage of the Budget changes to inheritance tax

Jul 30, 2015

Ending non-dom a non-starter

Contrary to popular belief, resident non-domiciliaries do pay tax on UK earnings, so George Osborne’s light-touch changes due in 2017 may be the...

More on Tax Planning
Adviser Guides

Guide to Summer Budget 2015

During his speech the chancellor repeatedly said “we are a nation that spends too much and has too much debt”.

Special Reports

Retirement Income Planning - March 2015

Reforms will trigger the most fundamental rethink of at-retirement advice in years.

FTAdviser Blog

Pension freedom will drive more to trusts? Don’t count on it

There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.

Adviser Guides

Key Adviser Issues in Budget 2015

Everything you need to know about the key measures affecting you and your clients from George Osborne’s sixth Budget.

Recent Articles
  1. Six standards all advisers must meet
    Aug 27, 2015

    Six standards all advisers must meet

    Defaqto Advice Update: The best advisers will tailor the application of these standards to each individual’s needs.

  2. Guide to Non-Domiciled Tax Changes
    From Training| Aug 27, 2015

    Guide to Non-Domiciled Tax Changes

    Domicile is a highly technical issue wholly separate to that of one’s residence.

  3. Budget to hit adviser sell-offs
    Aug 06, 2015

    Budget to hit adviser sell-offs

    Change unlikely to encourage more equity purchases.

  4. Discretionary mandate win for Bordier (UK)
    Aug 06, 2015

    Discretionary mandate win for Bordier (UK)

    High-net-worth asset manager gets £75m mandate from Almary Green

  5. Pension-Isa is coming: Towers Watson
    From Pensions| Aug 05, 2015

    Pension-Isa is coming: Towers Watson

    Policy specialists believe increased tax take and reform agenda favour the ‘pensions as Isas’ proposal.

  6. Suffolk Life sees 45% increase in enquiries
    Aug 05, 2015

    Suffolk Life sees 45% increase in enquiries

    Pensions technical manager explains the allocation of income drawdown death benefits to dependent children versus nominee children.

  7. Adviser rolls out legal services offering
    Companies & People| Aug 04, 2015

    Adviser rolls out legal services offering

    OmniaLegal offers a telephone-guided lasting power of attorney service for £250 plus VAT and a simple will for £125 plus VAT.

  8. HMRC wins disputed tax upfront battle
    Jul 31, 2015

    HMRC wins disputed tax upfront battle

    Court finds in HMRC’s favour on all the challenges.

  9. Old Mutual updates trust tools
    Jul 24, 2015

    Old Mutual updates trust tools

    Firm sees trusts as often under used by advisers, with website upgrades aimed at helping ease the process.

  10. Dispute breaks out over non-dom double taxation
    Jul 24, 2015

    Dispute breaks out over non-dom double taxation

    Further clarification is needed in this area, tax experts say.

More on FTAdviser