New scheme could be another opportunity for advisers to prove their worth, say experts.
Another industry expert points out the complexity of such proposals.
People need to understand tax effects of withdrawals, experts say.
Government asks industry to explain their struggles with the new residence nil-rate band.
Accountant raises concerns many may not retain detailed records of a property sale that occurred a number of years ago.
Scheme aims to exploit the UK’s double-taxation agreement with the Isle of Man.
Analysis & Opinion
Though the closing date for responses has passed there is still time to contribute to the financial advice market review
Setting up multiple discretionary trusts can reduce future tax bills
Examining an often-overlooked wrinkle on tax-efficient planning
Adviser academy unveiled by Octopus.
More on Tax Planning
There are a number of advantages of retaining funds within a pension, and several different advantages of using a trust.
Each week the mystery shopper seeks advice from independent and tied advisers in the UK. The aim is to find out whether advisers are delivering the...
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Six months after the last coalition government Budget, tax office still is unable to offer any more detail on protecting the lifetime allowance.
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Labour leader says inheritance tax should be “graded” because the current single rate means the “very richest become richer”.
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