15:39 | 21 Aug 2008
| By
Michelle McGagh
Skandia says that the capital gains tax reform will mean 90,000 extra people will pay the tax this year.
14:05 | 21 Aug 2008
| By
Edward Lander
Zurich research says that advisers have looked beyond the recent capital gains tax changes that have hit bond sales this year.
00:01 | 20 Aug 2008
| By
Daniel Grote
Fidelity FundsNetwork is launching a tax wrapper analysis tool to help advisers choose the most tax-efficient wrapper for their clients’ investments
13:22 | 01 Aug 2008
| By
Michelle McGagh
FundsNetwork has developed a Sipp By-Pass trust to help keep Sipp lump sum death benefits out of an estate so they are not subject to inheritance tax.
00:01 | 15 Jul 2008
| By
Richard Harris
The public should maintain inheritance tax planning despite politicians competing for voters by increasing tax-free allowances, according to Skipton Financial Services.
11:30 | 01 Jul 2008
| By
Michelle McGagh
The government is planning to bring in a statutory test for non-domiciles next year to make it easier to determine residency, says the Chartered Institute of Taxation.
09:30 | 01 Jul 2008
| By
Michelle McGagh
Standard Life is part of an emerging trend of firms writing mutual funds instead of bonds into trusts to protect clients from inheritance and capital gains taxes.
00:01 | 01 Jul 2008
| By
Chris Marshall
The Royal Institution of Chartered Surveyors wants a two-tier tax system in which no one would pay the stamp duty on the first ₤150,000 of a house price.
15:34 | 30 Jun 2008
| By
Edward Lander
High-net-worth clients could lose enhanced protection of their savings over the lifetime allowance if they are automatically enrolled into personal accounts from 2012.
00:01 | 28 Jun 2008
| By
Chris Marshall
The Govt should do more to compensate the households who have lost out from Budget measures to abolish the 10p income tax band, a cross-party committee of MPs has concluded.
00:01 | 26 Jun 2008
| By
Michelle McGagh
Investment advisers based in the UK could miss out on business from non-domiciles in the country, despite an amendment in the Finance Bill to prevent assets moving offshore
09:00 | 17 Jun 2008
| By
Michelle McGagh
The government has changed its mind on a decision to give tax credits to offshore fund dividends over fears of an outflow of money from UK bank accounts into offshore bond funds.
00:01 | 05 Jun 2008
| By
Sara Smith
Octopus Investments managing director Guy Myles is determined to help clients keep hold of their hard-earned money through the use of an innovative range of tax-efficient investment options.
00:01 | 30 May 2008
| By
Michelle McGagh
Source ceasing rules announced in the pre-Budget report will hit non-domiciles on low incomes, despite government efforts to keep them out of the tax net.
10:01 | 29 May 2008
| By
Michelle McGagh
HMRC wants financial advisers to pay back tax to trustees that say they were ill-advised.
00:01 | 28 May 2008
| By
Michelle McGagh
Advisers should ditch discounted gift trusts in favour of more innovative inheritance tax planning solutions, says adviser Clive Barwell.
00:01 | 28 May 2008
| By
Michelle McGagh
The ability to transfer nil-rate bands should not negate the use of wills, with widowed persons benefitting most from drawing up their will.
15:56 | 21 May 2008
| By
Michelle McGagh
The move by chancellor Alistair Darling to fix capital gains tax at a flat rate of 18% has hurt the sale of bonds, taxed at 40%, cutting new business across single and regular premium products, pensions and offshore business.
14:02 | 21 May 2008
| By
Michelle McGagh
Revamped IHT disclosure documents reveal HMRC interest in pension contributions.
09:13 | 21 May 2008
| By
Michelle McGagh
The underlying investment should be the advisers concern when it comes to bonds and collectives says Paul Kennedy of FundsNetwork.
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