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Latest - TAX AND TRUSTS

  • HMRC IHT take hits £5.4bn in 2018/19 – highest yet

    23 September 2019

    UK citizens paid record high inheritance tax in the 2018/19 tax year, according to the latest official data.  Figures published by HM Revenue & Customs showed people in the UK paid £5.4 billion in inheritance tax over the 12 month period, up 3% on the previous tax year. AJ Bell said the amount raised...

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  • 7IM launches tailored drawdown service

    19 September 2019

    Seven Investment Management (7IM) has launched a tailored drawdown feature within its 7IM SIPP, to allow adviser firms more flexibility when managing the quantity and frequency of a client’s drawdown payments. The service will be available to all members of the 7IM SIPP and is designed to allow drawdown requirements to be tailored to...

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  • New Retirement Portfolio Service targets longevity and sequencing risk

    18 September 2019

    AJ Bell has launched a new service to help adviser firms manage clients taking income in retirement.  The AJ Bell Retirement Portfolio Service, available through the AJ Bell Investcentre platform, is aimed at clients drawing an income under the pension freedoms, the group said. It can be accessed via self-invested personal pensions, ISAs or...

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  • Understanding the Taxation of Offshore Investment Funds

    17 September 2019

    Catriona Standingford, MD of Brand Financial Training looks at the tax rules that apply to investors in offshore collective funds. This is an area that seems to cause confusion with some candidates. The following will be useful reading for anyone preparing to take a CII investment exam – notably, AF1, AF4, AF5, J10, R02, R03,...

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  • Final reminder: Glasgow & Edinburgh Technical Insight Seminars

    16 September 2019

    Paraplanners attending theTechnical Insight seminars in Glasgow (Wed 18 September) and Edinburgh (Thurs 19 September) can expect a great line-up of speakers covering a range of topics including: Suitability report writing Cashflow modelling Pension regulation and tax Regulation and compliance Due diligence on SIPP and SSAS Behavioural investing Centralised investment propositions Generating income for...

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  • Technical and development features you may have missed

    5 September 2019

    In case you missed them over the summer, here are 10 of the most popular technical and development articles we published over the past few weeks.  How top slicing has been changed for ever – and what to do now Taxation of trust income PROD rules and risk tolerance – an overview Property tax –...

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  • Rory Percival’s Capacity for Loss workshop – Nottingham

    3 September 2019

    Next week’s Nottingham Technical Insight Seminar features a workshop from ex-Regulator Rory Percival, who tackles the issues around Capacity for Loss. Also on the agenda is Ray Adams, founder of CashCalc, talking about the use of cashflow modelling in the suitability process, Paul Squirrell of FundsNetwork addressing the complexity around the State Pension and...

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  • Scheme Pays and the annual allowance

    1 September 2019

    Data shows that individuals may not be making full use of scheme pays or are simply not aware they can do so. Danielle Byrne, technical consultant at AJ Bell looks at how scheme pays works in relation to the annual allowance After hitting its peak in 2011 the annual allowance has been reduced on...

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