February 2018
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Latest - TAX AND TRUSTS

  • Why we won’t be getting a normal post-election Budget

    20 November 2017

    Matt Phillips, Wealth Management managing director at Thomas Miller Investment, comments on what might be expected from Wednesday’s Budget. “Post-election Budgets tend to be characterised by big sweeping changes which generate lots of income for the government to use ahead of the next election. But this one is bound to be different. Politically, the...

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  • Budget: Possible pensions, tax and investment changes and a wish list

    17 November 2017

    Les Cameron, head of technical at Prudential, considers the key pensions, tax and investment issues the Chancellor could address and adds a wish list of his own. Tax relief A reduction in tax relief and potential removal of the tax-free lump sum are often mooted before budgets but I don’t think the tax-free lump...

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  • Budget viewpoint: Investment tax advantages

    16 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see, or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, Barry Foster, technical sales manager (pictured), believes the EIS and VCT regimes may see changes. Further to the Treasury’s...

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  • Enhanced Lifetime Allowance (International) protection and when it may be used

    16 November 2017

    Jenny Ryan, paraplanner with Anderson Anderson & Brown Wealth, flags a rare but useful breed of LTA protection and how she was able to use it to save a client £470,000 of future tax. Lifetime Allowance protection. How often do you have a client that has such concerns? If you’re anything like me, on...

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  • Budget viewpoint: Scrap RNRB and increase the IHT allowance

    15 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see, or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, Chris Alford, Technical Officer, (pictured), puts forward a radical view on possible Inheritance Tax changes. Do you agree with Chris’s...

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  • Budget viewpoint: Stimulating a slowing housing market

    14 November 2017

    All this week the technical experts at Utmost Wealth will be giving us their views of what we might see. or they would like to see, in the Autumn Budget on Wednesday 22 November. Here, John Albon, Taxation & Trusts Specialist (pictured), gives his views on Stamp Duty.  With reports this week that cuts to property...

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  • Call for death benefits to be made easier to understand

    1 November 2017

    AJ Bell is calling for a change in the death benefit rules, as its latest research reveals the majority of UK adults with personal pensions are confused about what happens in the event of their death.   The findings revealed only 7% of those with a personal pension could correctly identify how their pension...

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  • Technical: Tax tests at age 75

    23 October 2017

    Pension freedoms didn’t remove the importance of age 75 but it did make it more complicated, particularly in respect of the Lifetime Allowance. Elaine Turtle, director, DP Pensions, looks at a recent case and how the client was saved £213,840 in tax charges.    When Chancellor George Osborne changed the pensions regime forever, by announcing...

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