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Home > Investments > Tax Efficient Investments

Tax Efficient Investments

Latest News

From Your Industry| 13:45

Old Mutual updates trust tools

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

From Regulation| Jul 16, 2015

Finance Bill blocks route around annual allowance taper

Following last week’s Summer Budget, the government has published the Summer Finance Bill 2015.

From Your Industry| Jul 15, 2015

Chancellor’s IHT change delivers blow to equity release

Research finds few people see equity release as an inheritance tax planning tool.

From Regulation| Jul 10, 2015

Budget business and more regulation: This week’s key themes

Along with the chancellor, the FCA also had a busy week.

From Your Industry| Jul 10, 2015

Wealth management industry will benefit from Budget

While the poor were clearly clobbered by the chancellor, more well-off individuals will have questions for their advisers.

Jul 10, 2015

Treasury set to meet VCT managers over Budget changes

Proposed new rules will make life a lot harder for the tax efficient investment industry.

Analysis & Opinion
More on Tax Efficient Investments
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

Pensions and Tax - July 2015

George Osborne warns he is ‘open to further radical change’ of pensions and taxes.

FTAdviser Blog

Osborne’s second pensions shake-up should be grasped

There could be something to gain for advisers from the latest mooted shake-up of the pensions industry invited in the Budget.

Special Reports

Investing in Pensions - April 2015

New pension policies present both possibilities and pitfalls.

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.

Special Reports

Tax Efficient Investing - March 2015

Apathy and ignorance to blame for savers losing tax allowances.

FTAdviser Blog

Pensioner bond bonanza shows expediency is everything

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

Recent Articles
  1. Pensions and Tax - July 2015
    From Our Publications| 11:28

    Pensions and Tax - July 2015

    George Osborne warns he is ‘open to further radical change’ of pensions and taxes.

  2. Guide to Summer Budget 2015
    From Training| Jul 15, 2015

    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”.

  3. Osborne’s second pensions shake-up should be grasped
    FTAdviser BlogonPensions| Jul 13, 2015

    Osborne’s second pensions shake-up should be grasped

    There could be something to gain for advisers from the latest mooted shake-up of the pensions industry invited in the Budget.

  4. Nil rate bands on multiple trusts set to continue
    From Your Industry| Jul 09, 2015

    Nil rate bands on multiple trusts set to continue

    Government confirms plans alluded to in autumn statement, simplifying situation for advisers and clients.

  5. Property, pensions and tax: Summer Budget market view
    From Pensions| Jul 08, 2015

    Property, pensions and tax: Summer Budget market view

    Chancellor’s variety of new plans bring equal amounts of praise and scorn from industry experts.

  6. New rules introduced for VCTs, EISs and SEISs
    Jul 08, 2015

    New rules introduced for VCTs, EISs and SEISs

    All investors are ‘independent’ from the company at the time of the first share issue.

  7. Serial tax avoiders crack down
    Jul 08, 2015

    Serial tax avoiders crack down

    City lawyer expresses disappointment at tough new penalties.

  8. Property tax relief cut to 20% by April 2020: Osborne
    From Mortgages| Jul 08, 2015

    Property tax relief cut to 20% by April 2020: Osborne

    This will be phased in through the withdrawal of the higher rate reliefs over a four year period, starting in April 2017.

  9. Investment provider unveils two new propositions
    From Your Industry| Jul 06, 2015

    Investment provider unveils two new propositions

    Deepbridge launches a life sciences seed SEIS and an inheritance tax service.

  10. VCTs and EIS to benefit from lifetime allowance cut
    Jun 30, 2015

    VCTs and EIS to benefit from lifetime allowance cut

    For the right client, EISs can provide an alternative solution, so it is natural there is an increased demand due to pension changes, providers say.

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