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.

How ex-business owners could invest for growth and plan for inheritance tax

5 November 2022

For professional advisers and paraplanners only. Not to be relied upon by retail investors. By Jessica Franks, Head of Retail Investment Products at Octopus Investments Last year was a bumper year for capital gains tax. Capital Gains Tax (CGT) receipts for 2020/21 were a record £14.3 billion. That’s 42% more than the previous tax year.[1]...

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Goodbye to Office of Tax Simplification?

31 October 2022

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Social care cap delay would be ‘hammer blow’

25 October 2022

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Expected increase in lump sum gifts in next 12 months

20 October 2022

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UK tax reliefs and the parliamentary inquiry

11 October 2022

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Personal Savings Allowance breaches expected

10 October 2022

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How Michael’s financial adviser helped him build a diversified portfolio of early-stage private companies

1 October 2022

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Warning signs as flexible access drawdown figures jump 23%

1 October 2022

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‘Mini’-Budget outcomes: Pensions

23 September 2022

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