July/Aug 2019


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  • Property tax – how to tackle it

    18 August 2019

    With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities for adviser firms to help clients, says Zurich wealth specialist Andy Woollen. Whenever I ask a roomful of advisers if any of their clients are landlords or own second properties – and I often do...

  • Maximising tax allowances – key ways clients may mitigate their outlay to HMRC

    7 August 2019

    Utilising all available allowances could, for clients with plenty of capital, net tens of thousands of tax-free money. Andy Woollon, wealth specialist at Zurich, describes how. William Simon, a former US Treasury secretary, once said of tax systems: “The nation should have a tax system that looks like someone designed it on purpose.” However,...

  • Calls for new Chancellor to tackle overabundance of ISAs

    6 August 2019

    AJ Bell and Quilter are two firms calling on the new Chancellor of the Exchequer Sajid Javid to address the confusing number of ISAs in the market, in order to make things simpler for consumers. Andy Bell has written to Sajid Javid, the new Chancellor, calling on him to radically simplify the rules around...

  • HMRC tax take on pension withdrawals a ‘scandal’

    5 August 2019

    HMRC figures that show £480m has had to be reclaimed since 2015 have been dubbed ‘unacceptable’ and an ‘over-taxation scandal’ Quarterly figures published by HMRC in their August Pension Schemes Newsletter reveal that the number of people being over-taxed when taking money from their pension reached record levels. More than 17,000 people reclaimed £46m...

  • Hear from Rory Percival at this autumn’s Technical Insight Seminars

    31 July 2019

    This autumn – September to November – we will be taking the Technical Insight Seminars to eight more venues around the country, including new venues Glasgow 18/9, Leeds 2/10 and Reading 23/10. We will be joined once again at selected venues by ex-regulator Rory Percival. Hear what Rory will be talking about in his session.  The seminars...

  • HMRC investigates 1 in 4 IHT estates

    28 July 2019

    One in four estates that pay inheritance tax are investigated by HM Revenue & Customs, new data has revealed. Over 5,000 inheritance tax investigations are opened each year, according to a freedom of information request from wealth management group Quilter. The number of investigations has grown 7.8% since the introduction of the Residence Nil...

  • Stability of work and pensions secretary appointment welcomed

    28 July 2019

    That Amber Rudd will remain as work and pensions secretary under Boris Johnson is a positive, says Jon Greer head of retirement policy at Quilter. But, he warns, she has a substantial to-do list ahead of her Since Iain Duncan Smith left the role after six years in March 2016, we have seen a...

  • Cathi Harrison – What might make our lives easier?

    23 July 2019

    Apricity’s Cathi Harrison considers how elements of financial services could be made simpler and easier to work with, both for industry participants and clients. Having read an article by Andy Bell at AJ Bell about how the six different ISAs (I was actually surprised to discover there’s now six!) could be simplified into a...