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HMRC

HMRC docs threaten ability to inherit pension pots free of income tax

Tax planning

HMRC docs threaten ability to inherit pension pots free of income tax

A potential big change made ‘through the back door'

clock 20 July 2023 • 2 min read
Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Tax planning

Treasury rakes in £1.2bn in inheritance tax in first eight weeks of 2023/24

Figures are a 13% increase from the £1.1bn collected this time last year

clock 21 June 2023 • 1 min read
Unanswered questions around the removal of the lifetime allowance

Pensions

Unanswered questions around the removal of the lifetime allowance

'Unhelpful uncertainty' surrounds the fanfare of abolition

clock 19 June 2023 • 3 min read
Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
How to avoid trust registration delays and support trustee clients

Tax planning

How to avoid trust registration delays and support trustee clients

Trusts provide a uniquely flexible way of planning

clock 19 May 2023 • 5 min read
Self-employed clients get unexpected pension funding opportunity

Pensions

Self-employed clients get unexpected pension funding opportunity

For those seeking to maximise their pension saving, the timing is perfect

clock 16 May 2023 • 4 min read
'Devil in the detail' — what lawyers say about 'complex' LTA abolition

Pensions

'Devil in the detail' — what lawyers say about 'complex' LTA abolition

‘Some rowing back’ may happen as framework is taken apart

clock 16 March 2023 • 4 min read
Spring Budget 23: Persistent tax avoidance promoters face charges

Tax Planning

Spring Budget 23: Persistent tax avoidance promoters face charges

Government to consult on creating a new criminal offence

clock 15 March 2023 • 1 min read
HMRC data shows pension freedoms over-taxation bill nears £1bn

Pensions

HMRC data shows pension freedoms over-taxation bill nears £1bn

Some £45m was repaid to individuals in the final quarter of 2022 alone

clock 31 January 2023 • 2 min read
Tax advice opportunities rise as 1.5 million face push to higher bands

Tax Planning

Tax advice opportunities rise as 1.5 million face push to higher bands

Freedom of information request looks at HMRC tax forecasts

clock 23 January 2023 • 2 min read
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