Welcome to the Tax and Trusts Zone

This is the go-to place for paraplanners to find the latest news and insights into all things tax and trusts. Our thanks to Quilter for sponsoring this section.

Chancellor’s options – what pain ahead for taxpayers?

23 September 2024

Chancellor of the Exchequer Rachel Reeves may have struck a positive tone in her speech at the Labour Party conference but pension savers and taxpayers remain wary of the signposted ‘painful’ Budget ahead. In her speech at the Labour conference, Chancellor Rachel Reeves stressed that “tough” decisions would need to be made to plug...

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Increasing HMRC tax receipts spark further Budget speculation

23 September 2024

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Octopus launches IHT & estate planning support desk

16 September 2024

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Parameters: How paraplanners see UK tax regime changing

7 September 2024

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Dividend tax payers nearly double in 2 years

3 September 2024

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20% pensioners to be dragged into higher/additional rate tax by 2027/28

31 August 2024

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PM lays groundwork for ‘painful’ Budget

27 August 2024

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Leaving a financial legacy and early retirement head long-term goals

27 August 2024

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HMRC’s ‘outdated approach’ sees £57m repaid

8 August 2024

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