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Latest - TAX AND TRUSTS

  • Election result: Calls for Boris to make good on pensions ‘promises’

    13 December 2019

    As prime minister Boris Johnson secured a victory for the Conservative Party, experts turned their attention to his pension policies, urging the party to now deliver on “long awaited promises.”  While the focus will undoubtedly be on Brexit over the coming weeks, Aegon’s pension director Steven Cameron said Johnson must look beyond the country’s...

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  • What else might the Government do in the next five years? 

    13 December 2019

    Boris Johnson has won a strong mandate to get on with his Brexit deal, sending sterling shooting higher. But what else will his government do in the next five years? Rathbones’ head of Asset Allocation Research Ed Smith considers the implications of General Election result for minimum wages, public spending and finances, Brexit, the economy and...

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  • TDQ: Self-Assessment: Timescales and Fines

    8 December 2019

    Self-assessment dates and fines imposed may seem like a fairly straightforward piece of knowledge but that is why they are often forgotten and exam marks are lost, says Catriona Standingford, managing director, Brand Financial training. Exams include the CII’s R03 and AF1 As the end of 2019 looms, many will be aware of the...

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  • Assessing pensions in social care funding – key pointers and calculations

    3 December 2019

    Bethany Joslyn, technical consultant at AJ Bell, looks at what has become a complex set of rules and a vital area of financial planning Helping clients fund their future care needs is an important part of financial planning. Social care isn’t free, and whilst individuals can ask their local authority for help meeting the...

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  • Investments set to be taxed in line with income by opposition parties

    2 December 2019

    With the General Election looming ever closer, both the Liberal Democrats and Labour have capital gains tax and dividends firmly set in their sights.   Both parties plan to change the way investments are taxed to bring them in line with income tax. Currently, investors have a £12,000 capital gains allowance and a £2,000...

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  • HMRC targets pension savers who fail to report annual allowance breach

    28 November 2019

    Pension savers face being hit with a large tax bill for exceeding their allowance and failing to put the information on their tax return. But this requires individuals to understand a complex system, argues Royal London’s Steve Webb. In its latest pension schemes newsletter, HM Revenue & Customs said that it was aware that scheme...

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  • Tory Party manifesto – financial services considerations

    25 November 2019

    The weekend saw the Conservative Party publish its manifesto. Industry commentators highlighted policies which affect financial services. Conservative Prime Minister Boris Johnson has promised to build a strong economy, in which everyone contributes their “fair share” as he launches the party’s 2019 election manifesto. In its 59-page manifesto, the Conservatives have vowed to back...

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  • Labour Party manifesto – financial services considerations

    24 November 2019

    As the country prepares to go to the polls on 12 December, the Labour party has published its manifesto, in which it has pledged to build a country where “wealth and power are shared.” Industry commentators have highlighted policies which affect financial services and their potential implications. Pensions-related policies As part of its manifesto, Labour has vowed...

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