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Home > Your Industry > Tax Planning

Tax Planning

Latest News

Jun 30, 2015

Time running out to disclose tax affairs to HMRC

Some aspects of HMRC’s initiatives are working, but there are still areas for improvement, according to national firm.

From Pensions| Jun 29, 2015

£6bn pulled from pensions this year to net gov’t £1.2bn

Government needs to offset the increase in tax receipts due to the pension freedoms from the tax relief bill.

Jun 24, 2015

Freedoms bring in £150m tax

Big Figure: £150m

Jun 15, 2015

Advisers and HMRC not ready for pension tax problems

Several IFAs complain that government is overwhelmed by enquiries and tax code changes.

Your Business| Jun 11, 2015

Rule change opens door to advice one-stop shop

From November this year solicitors will be able to dabble in non-reserved legal services.

From Pensions| Jun 10, 2015

Deferral can boost state pension by £1,000s: Fidelity

At-retirement reforms mean that people will have the pension pots to enable them to defer and effectively double their money.

Analysis & Opinion
IHT: A cut above the rest

Jun 25, 2015 |

IHT: A cut above the rest

Inheritance Tax (IHT) has become a political football as major political parties added it to their election campaigns. Spriha Srivastava investigates.

From Special Report: Pension Freedoms - June 2015| Jun 24, 2015

Benefits shake off their mortal coil

Freedoms allow scheme members to nominate more beneficiaries, who can also choose how they take pension benefits

Make hay while the sun shines

Jun 23, 2015

Make hay while the sun shines

Danny Cox outlines how to make the most of carry forward tax planning, while you still can.

Duty-bound by tax planning pitfalls

Jun 04, 2015

Duty-bound by tax planning pitfalls

As HMRC clamps down on tax ‘avoidance’ advisers must tread carefully to avoid being accused of bending the rules

More on Tax Planning
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.

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

Guide to Isas and Pension Freedoms

Isas were made a far more flexible savings vehicle last year.

FTAdviser Blog

Pensioner bond bonanza shows expediency is everything

News Review: More older investors will be able to access market-smashing savings rates.

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.

Recent Articles
  1. Pru warns retirees of unexpected tax burden
    From Pensions| Jun 10, 2015

    Pru warns retirees of unexpected tax burden

    Speaking to an adviser could save on tax bills in retirement, says provider.

  2. DB savers will suffer from annual allowance hit
    From Pensions| Jun 04, 2015

    DB savers will suffer from annual allowance hit

    Prudential urges advisers to tell clients to increase contributions prior to the summer Budget.

  3. Fresh call for tax breaks on buy-to-let to be scrapped
    Jun 01, 2015

    Fresh call for tax breaks on buy-to-let to be scrapped

    Conveyancing firm says buy-to-let is “an alternative form of saving, not an alternative form of employment”.

  4. Pension freedom will drive more to trusts? Don’t count on it
    FTAdviser Blog| May 29, 2015

    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.

  5. ‘Expression of wish’ needed to pass on pension: Towry
    From Pensions| May 29, 2015

    ‘Expression of wish’ needed to pass on pension: Towry

    Advantage is it is much easier and cheaper to amend an expression of wish form.

  6. May 28, 2015

    Death and taxes

    Reviewing changes to the post-6 April pension benefits rules with regard to death

  7. IFAs and tax adviser tie-ups create rounded advice
    May 26, 2015

    IFAs and tax adviser tie-ups create rounded advice

    “If you don’t understand the tax position, you may produce the wrong answer for all the right reasons,” expert says.

  8. Canada Life launches new whole of life product
    From Investments| May 26, 2015

    Canada Life launches new whole of life product

    Firm targets owners of large estates and overseas investors.

  9. Taxation of investment bonds
    May 22, 2015

    Taxation of investment bonds

    Danny Cox analyses different investment bonds to be used within tax efficient wrappers.

  10. Pension freedoms will drive more to trusts: Unbiased
    May 19, 2015

    Pension freedoms will drive more to trusts: Unbiased

    New research shows £550m is set to be wasted in inheritance tax payments this year.

More on FTAdviser
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