View more on these topics

Tax on benefit transfers clarified

The Inland Revenue has clarified the tax position for individuals transferring the benefits of a joint life insurance policy. Previously, if two unmarried individuals transferred the benefits of a joint policy between them, the transfer was taxable. With the clarification, the person transferring the ownership is liable for tax but only if they get an investment value in return.

Recommended

Taxing times with IR35

Not only do IFAs have regulatory changes to consider they also have the potential implications of IR35 to look forward to. The Inland Revenue and the Government have for a long time been looking at ways of counteracting perceived avoidance of Schedule E & NIC. The attack at service companies and the newer extension to […]

Gordon&#39s and tonic with a twist

If you like driving tractors, swilling whisky, having a gamble and, erm, procreating, this was the Budget for you. In what was perhaps an attempt to atone for some of these unsavoury associations, Chancellor Gordon Brown also promised that repairs to churches would attract a reduced rate of VAT. Then came his pronouncements on the […]

Community investment among tax incentives

Plans for a new community investment vehicle likely to be sold by advisers were announced in the Budget to encourage investment into Britain&#39s most deprived areas. There will also be a range of enhancements to venture capital trusts and enterprise investment schemes as well as an extension of the film tax relief scheme. The new […]

Treasury rejects pleas for annuity reforms

Industry hopes of annuity reform have been dashed by the Chancellor over Treasury fears that changes would cost hundreds of millions of pounds. In the Budget statement, the Treasury rules out a review after costing alternatives put forward, including Dr Oonagh McDonald&#39s Retirement Income Reform Campaign. Brown had been widely tipped to announce a wide-ranging […]

Dividend slump? Not if you look globally

By George Boyd-Bowman, Manager of the Neptune Global Income Fund Recent research has indicated that global dividend growth will slump by as much as 50 per cent in 2016. As collapsing commodities hit high-profile dividend payers, George Boyd-Bowman explains why the US and Japan are his top picks for income growth in 2016. Click here […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com