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Osborne expects death charge on pension funds to be cut

3 April 2014 10:35 am | By Samuel Dale

Chancellor George Osborne says the 55 per cent rate could be too high for the new pensions regime.

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Tories pledge to raise IHT threshold in next manifesto

24 March 2014 11:10 am | By Samuel Dale

Prime Minister David Cameron spoke to the Saga Group today to promote last week’s pension reforms.

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HMRC to seize £7bn in tax avoidance crackdown

20 March 2014 | By Tessa Norman

Government extends HMRC’s powers to issue payment notices relating to tax avoidance schemes. 

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HMRC to seize hundreds of millions in new tax avoidance crackdown

28 February 2014 8:30 am | By Tessa Norman

Proposals could affect 65,000 individuals. 

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Skandia calls for tax relief extension on workplace advice

13 February 2014 12:50 pm | By Michael Glenister

Company’s submission ahead of the Budget argues for income tax exemption to double to £300 a year.

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Suffolk Life launches Sipp 'bypass trust'

30 January 2014 | By Tom Selby

Suffolk Life says trust will help advisers and investors with inheritance tax planning.

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Business lobby attacks Labour plans to bring back 50% tax rate

27 January 2014 8:47 am | By Devraj Ray

Shadow Chancellor Ed Balls this weekend defended his plan to reintroduce the 50 per cent income tax band.

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Suffolk Life launches Sipp 'bypass trust'

24 January 2014 11:06 am | By Tom Selby

Suffolk Life says trust will help advisers and investors with inheritance tax planning.

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Trade body launches code of ethics for will writers

14 January 2014 9:51 am | By Samuel Dale

The Government has rejected calls to regulae will writing despite concerns over damage caused.

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Skandia launches discretionary trust on UK platform

9 January 2014 | By Tessa Norman

Trust already available through Skandia’s international business. 

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Skandia launches discretionary trust on UK platform

7 January 2014 10:06 am | By Tessa Norman

Trust already available through Skandia’s international business. 

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Govt confirms plans to close IHT multiple trusts loophole

12 December 2013 | By Samuel Dale

The Treasury says the change will be brought in alongside simplification of trusts.

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L&G suspends with-profits bonds following sales slump

12 December 2013 | By Gregor Watt

Low level of sales since the RDR have led to L&G closing its with-profits bond to new business.

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Skandia warns multiple trust clampdown will be retrospective

6 December 2013 11:25 am | By Samuel Dale

Skandia head of wealth planning Colin Jelley says trusts are still attracive for IHT planning despite changes.

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L&G suspends with profits bonds following sales slump

6 December 2013 8:50 am | By Gregor Watt

Low level of sales since the RDR have led to L&G closing its with profits bond to new business.

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AS2013: Govt confirms plans to close IHT multiple trusts loophole

5 December 2013 2:21 pm | By Samuel Dale

The Treasury says the change will be brought in alongside simplification of trusts.

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HMRC launches amnesty on pre-2008 Qrops transfers

28 November 2013 9:44 am | By Tom Selby

HMRC will not pursue investigations into transfers from a registered pension scheme to a scheme included on its Qrops list before 24 September 2008.

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Skandia warns on HMRC non-dom IHT rethink

28 November 2013 | By Natalie Holt, Samuel Dale

HMRC now requires greater tests on what should be considered as non-UK situated assets

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Skandia warns on HMRC non-dom IHT rethink

20 November 2013 4:07 pm | By Natalie Holt

HMRC now requires greater tests on what should be considered as non-UK situated assets.

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Tisa lobbies for spouses to inherit Isa allowances

15 November 2013 8:30 am | By Samuel Dale

Tax Incentivised Savings Association says it would be “fairer” if widows and widowers inherited thair partner’s tax relief.

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PruProtect launches IHT calculator

11 November 2013 11:52 am | By Devraj Ray

Tool will help advisers inform clients about whole of life cover benefits in tax-planning.

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City AM's Wilcox wary of Aim overvaluation

7 November 2013 | By Jon Yarker

Aim manager sees posibility of overvaluation due to recent regulatory change.

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Aberdeen loses court battle over £7m tax avoidance scheme

7 November 2013 | By Sam Macdonald

Aberdeen paid senior employees £31m in bonuses through an Employee Benefit Trust

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Advisers call for better IHT planning after £75bn bequeathed in two years

7 November 2013 | By Samuel Dale

Office for National Statistics data breaks down inheritance in Britain following two-year study

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ONS: One in 10 Britons inherit £125,000 or more

30 October 2013 11:40 am | By Samuel Dale

Office for National Statistics data breaks down inheritance in Britain following two-year study.

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Canada Life offers new onshore bond and predicts post-RDR growth

18 October 2013 10:24 am | By Samuel Dale

The CanINvest Select Account has no exit charges and is based on a tiered monthly management fee.

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Advisers attack 'ridiculous' suggestion to cap Isas at £100k

18 October 2013 8:30 am | By Samuel Dale

Reports this week suggested the idea of a cap has been explored to tackle growing number of “Isa millionaires”.

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Treasury floats £100k Isa cap and cuts to pension tax-free cash

14 October 2013 8:35 am | By Natalie Holt

The Sunday Telegraph reports idea of a cap has been explored to tackle growing number of “Isa millionaires”.

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More than half of UK adults have not made a will

7 October 2013 11:10 am | By Tessa Norman

Poll shows proportion without a will rising in older age groups.

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Gregg McClymont hints at pensions tax relief reform

26 September 2013 | By Samuel Dale

Shadow pensions minister says “watch this space” for Labour’s position on tax relief ahead of the general election.

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Ukip wants personal allowance hike and cuts to corporation tax

26 September 2013 | By Samuel Dale

Head of policy Tim Akey says an increase to the personal allowance was originally a Ukip policy.

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IFS: Millions more to drift into 40p income tax band by 2030

25 September 2013 10:19 am | By Samuel Dale

The Institute of Fiscal Studies predicts changes to pensioner taxation in the next 15 years.

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Govt moves to close private equity tax 'loophole'

18 September 2013 8:46 am | By Natalie Holt

Chief secretary to the Treasury Danny Alexander said he makes “no apology for going after tax dodgers”.

2 accountants charged over £1m charity relief tax scheme

20 August 2013 8:51 am | By Paul McMillan

Two accountants have been charged over a £1m charity relief tax scheme.

Govt defines "high-risk" tax avoidance and predicts £240m windfall

15 August 2013 | By Steve Tolley

Firms deemed high-risk face £1m fine for failure to comply with new information powers.

Govt sets out 'high-risk' tax avoidance definitions and predicts £240m windfall

12 August 2013 12:05 pm | By Steve Tolley

Firms deemed high risk face £1m fine for failure to comply with new information powers.

HMRC most wanted list dubbed a 'huge failure'

9 August 2013 10:59 am | By Steve Tolley

HMRC reveals it has caught just one fugitive from most wanted list published last year.

Office of Tax Simplification calls for shake-up of employee benefits tax

8 August 2013 11:46 am | By Steve Tolley

Office of Tax Simplification sets out almost 50 changes to employee benefits tax.

Concern IHT 'pilot' trust tax change could be retrospective

8 August 2013 | By Steve Tolley

Skandia’s Colin Jelley says change aimed at simplification would need to be retrospective to work properly.

Concern IHT 'pilot' trust tax change could be retrospective

6 August 2013 10:22 am | By Steve Tolley

Skandia’s Colin Jelley says change aimed at simplification would need to be retrospective to work properly.

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