March 2018


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  • Technical: Effects of the reduction in the dividend allowance

    19 March 2018

    Kim Jarvis, technical manager, Canada Life looks at what the reduction in the dividend allowance from April 6 will mean for clients. It was announced in the 2017 Spring budget that the tax-free dividend allowance, which was introduced at a level of £5,000 in 2016/17, will be reduced to £2,000 from April 2018.  The...

  • Beginning or the end of protectionism?

    19 March 2018

    Miton’s Anthony Rayner looks at two recent events and the growth of political risk in the markets The Italian election and the announcement of US tariffs on steel and aluminium, have been much talked about, but rarely linked. Yet they are linked in a fundamental way. The Italian election saw over 50% of the...

  • HMRC Lifetime Allowance tax take up by 2,100% in decade

    18 March 2018

    The reduction in the lifetime allowance led to a 2,100% increase in the government’s tax take in 2016-17 compared to the 2006-07 tax year, according to Old Mutual Wealth.  In 2016-17, the government collected £110m from 2,410 people who exceeded the lifetime allowance of 1m. Since 2006, there has been a 1,047% increase in...

  • Fidelity’s McQuaker on markets post Goldilocks

    18 March 2018

    The next few weeks will be important to how markets develop during 2018, suggests Bill McQuaker, multi asset portfolio manager, Fidelity International Despite an eventful start to 2018, there is still a reflection of the Goldilocks environment of strong growth and low inflation in asset classes – witness the reaction to US labour market...

  • Technical: RNRB downsizing addition case studies

    15 March 2018

    The Residence Nil Rate Band keeps on helping – even after downsizing. Canada Life’s Kim Jarvis explains.  In addition to the standard nil rate band (£325,000), from 6 April 2017 each person is entitled to a residence nil rate band (RNRB) to use against the value of their home if it is left to direct...


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Questions from technical helpline – Tax and trusts

We have numerous queries asking how offshore bond gains...

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11x Tech Insight Seminars Confirmed for 2018 – SIGN UP NOW – NEW Regions!!

We are delighted to announce that in 2018 we’ll be taking the Professional Paraplanner Technical Insight Seminars to even...

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