Tax, Trust & ISA

Tax, trust and ISA for Financial Adviser and Paraplanners - FundsNetwork: All the tools you need for tax year end

FundsNetwork's tax year end toolkit contains all you need to help your business during this busy time and to ensure clients fully use their valuable annual allowances. more...

Tax, trust and ISA for Financial Adviser and Paraplanners - Old Mutual Wealth give the gift of financial frankness this christmas

Rachael Griffin, tax and financial planning expert, shares her top five tips on how to encourage your clients to break the taboo around money and have conversations this Christmas which could have a lasting impact on the whole family’s future. more...

ISA update for Financial Advisers & Paraplanners - Old Mutual Wealth ISA cashback offer 2018/19

Open to new and existing customers, we have a great ISA offer your clients can take advantage of in the run-up to tax year end. Transfer an ISA worth £100,000 or more to us by 24 May 2019 and we’ll make a cash payment of up to £1,000 to your client. more...

Financial Planning update for Financial Advisers and Paraplanners - Have you seen Prudential’s Life Events hub

Recognising that it’s important you’re there for your clients at key milestones they reach and challenges they face, check out Prudential’s Life Events hub. more...

Tax and Trust news for Financial Advisers and Paraplanners - FundsNetwork: Dealing with tax in relation to pension withdrawals

HMRC has had to repay £372.5m of overpaid tax on pension withdrawals since the launch of the pension freedoms, according to FT Adviser (01.11.2018). To support you and your clients, FundsNetwork have created a practical guide explaining how the tax on a pension withdrawals is administered and outlines the process for reclaiming any overpaid tax. more...

Tax and Trust news for Financial Advisers and Paraplanners - FundsNetwork: Calculating capital gains

In his latest video (18 Minutes), Paul Kennedy, FundsNetwork’s Head of Tax & Trust Planning, talks about the complexities of calculating capital gains. more...

Pension news for Financial Advisers and Paraplanners - Prudential: Leaving on a jet plane…what does this mean for tax relief on future pension contributions?

My bags are packed and I’m ready to go but is there anything I should do about my UK pension before I move overseas? more...

Pension news for Financial Advisers and Paraplanners - Prudential: Pensions and IHT planning

As Roy Jenkins (the former Labour Chancellor of the Exchequer) once said on inheritance tax (IHT) “it is, broadly speaking; a voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue”, whilst the Inland Revenue is now called HMRC, the principle still applies. more...

Tax update for Financial Advisers and Paraplanners - FundsNetwork: Tax tables 2018/19

Find all the tax rates and thresholds you need in FundsNetwork's 2018/19 tax tables. Also included are the Scottish income tax rates. more...

Trust update for Financial Advisers and Paraplanners - Prudential: Duty Calls

When ‘running’ a trust, it’s a fundamental duty of trustees to invest the trust fund so that the beneficiaries’ interests (whether in terms of income or capital appreciation) are enhanced. Graeme Robb, Senior Technical Manager at Prudential goes into more detail. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: It’s all about the IIP

Before the radical trust changes in 2006, most insurance companies issued flexible ‘interest in possession’ trusts (IIP). Helen O’Hagan, Technical Manager at Prudential goes into more detail. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: That’s a relief… or is it?

Clients wishing to mitigate a potential Inheritance Tax (IHT) liability have a dilemma. Should they reduce the value of the estate through the tried and tested method of gifting, or invest in assets potentially qualifying for IHT Business Relief? Graeme Robb, Senior Technical Manager at Prudential explores further. more...

Pensions news for Financial Advisers and Paraplanners - Royal London: Could your clients fall into the taper trap?

Jim Grant looks at how the tapered annual allowance could affect your clients with higher incomes. more...

Trust update for Financial Advisers and Paraplanners - Prudential: Loan Trusts for Inheritance Tax Planning

A loan trust is a way of setting up a trust for Inheritance Tax (IHT) planning whilst allowing the settlor (the individual who sets up the test) access to the original capital. Helen O’Hagan, Technical Manager at Prudential explores further. more...

Tax & Trust Webinars for Financial Advisers and Paraplanners - Prudential: Intergenerational Planning ideas

Prudential are running two different webinars on Tuesday 24 July 2018, designed to highlight opportunities for you to discuss with your clients. Here’s what you can expect from both sessions. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: A matter of life and death

The Office of Tax Simplifications is very busy these days. Graeme Robb, Senior Technical Manager looks at its recent Business Lifecycle Report and why it has concerns about Entrepreneurs’ Relief. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: And so it begins…

Following Philip Hammond’s letter to the Office of Tax Simplification (OTS) asking for a review of Inheritance Tax, a consultation has been issued to gather information and to look into opportunities to simplify it. Graeme Robb, Senior Technical Manager at Prudential looks into it further. more...

Tax Trust and ISA news for Financial Advisers and Paraplanners - Prudential: The trials and tribulations of parenthood – aka the High Income Child Benefit Charge

A recent tax tribunal decision and general day to day parenting combined in my mind to once again highlight the potential pitfalls of receiving child benefits, and ways that impacts of losing this can be mitigated. Mark Devlin, Senior Technical Manager at Prudential explores. more...

Investment news for Financial Advisers and Paraplanners - Prudential: Thoughts about bonds

A bond is normally a single premium whole of life contract which offers many features and benefits. In Helen O’Hagan, Technical Manager at Prudential’s opinion, here’s some of the salient features of bonds. more...

Pensions news for Financal advisers and Paraplaners - Prudential: Has it really been 12 years already?

Pensions simplification promised to remove the complex rules and multiple maximum benefit calculation regimes that existed prior to 6 April 2006. So how has our relationship with the changes that were introduced developed over the last 12 years? Jacqueline Clezy, Technical Manager at Prudential explores. more...

Investment & bond news for Financial Advisers & Paraplanners - Prudential: Why OEICs are great… and other matters

OEICs are great, they can be practically tax free for some, generating a natural income where it’s required. That could be interest or dividends or both. Withdrawals over the natural income may be taken tax efficient too. You can even cash them in tax free. more...

Trust news for Financial Advisers and Paraplanners - Royal London: Trusts – Setting up a trust is easier than you think

We introduced our new online trust service make it easier for you to write your clients’ protection plans in trust. more...

Tax & Trust news for Financial Advisers and Paraplanners - Prudential: Power of Attorney and the foreign element

The world is getting smaller, there is more and more movement of people between countries than ever before. So what happens when you have an elderly person who has a power of attorney in place which was not set up in the UK. Helen O’Hagan, Technical Manager at Prudential explores. more...

Tax news for Financial Advisers and Paraplanners - FundsNetwork: Paul Kennedy’s taxes every which way tour 2018

FundsNetwork’s ever popular resident pension and tax-geek-come-guru, Paul Kennedy is back on the road again with his latest series of tax and pension planning seminars. more...

Tax news for Financial Advisers and Paraplanners - Prudential: IHT DOTAS – Two Acronyms come together

HMRC have published updated guidance in relation to the new Inheritance Tax (IHT) avoidance scheme regulations, effective from 1 April 2018. The acronym we need to be aware of is DOTAS (Disclosure of Tax Avoidance Schemes). Graeme Robb, Senior Technical Manager at Prudential looks into it further. more...

Pension news for Financial Advisers and Paraplanners - Prudential: Tapered Annual Allowance

We’re now in the second year of the Tapered Annual Allowance and while since the introduction of this, the legislation has not been altered, but can still be a tricky path to navigate. Mark Devlin, Technical Manager at Prudential explores. more...

Tax trust and ISA news - Plain English Finance: The "twelfth 12th" of your 2017/2018 ISA...

As many of you will be aware from the annual advertising bombardment that surrounds the ISA year end – you have until midnight this Thursday, April the 5th to use (or lose) this year’s ISA allowance. more...

Trusts news for Financial Advisers & Paraplanners - Canada Life: Time for Trusts?

Group Life Assurance (GLA) is an amazingly tax efficient benefit. Lump sum benefits are paid to an employee’s survivors or nominated beneficiaries tax free and fall outside of the deceased person’s estate. Premiums paid are tax free for the employer. more...

Pension & Protection news for Financial Advisers and Paraplanners - Prudential: Can your client wait to vest?

Clients who have lifetime allowance issues may be better off waiting until after 6 April to vest their benefits. However, the important thing to factor in is where the pension fund will be at the point of crystallising. Senior Technical Manager at Prudential, Clare Moffat investigates. more...

Income Tax news for Financial Advisers & Paraplanners - The Pension Regulator: Scottish rate of income tax update

The new Scottish Income Tax rates and bands for the 2018 to 2019 tax year were confirmed on 20 February 2018 and will apply from 6 April 2018. more...

Tax trust and Isa news for Financial Advisers & Paraplanners - Seneca: Searching wider for your clients’ ISA investment this year? 

Seneca Investment Managers offer a choice of diversified multi-asset approaches that aim to deliver either an attractive growth or a high level of real, consistent income. more...

Trust news for Financial Advisers and Paraplanners - Prudential: Managing your Trustees

Helen O’Hagan, Technical Manager at Prudential looks at understanding how to add and remove trustees from a trust. more...

Pension & Tax news for Financial Advisers and Paraplanners - Prudential: The Annual Allowance (AA)

Mark Devlin, Technical Manager at Prudential covered pensions tax relief in their last edition of Oracle Technical. In the February edition he’ll go through the flip side of the pension funding conundrum, the Annual Allowance (AA). more...

Pensions & Tax news for Financial Advisers and Paraplanners - The Pension Regulator: Tax relief on contributions – are you getting it right?

Recent data from HMRC shows that many employers are using the wrong method to calculate pension contributions. more...

Trust update for Financial Advisers and Paraplanners - Prudential: Will it be this way forever?

Graeme Robb, Senior Technical Manager at Prudential looks at the changes in the world of Estate Planning. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Wholly disproportionate gains

Exceeding the 5% tax deferred allowance for life assurance bonds can result in gains which are disproportionate to the true gain made within the bond. more...

Pensions & Tax news for Financial Advisers and Paraplanners - Prudential: Pensions Tax Relief – A reliable source of free money

Discover how pensions tax relief works to help with planning for clients. more...

Tax news for Financial Advisers and Paraplanners - Prudential: Get your questions answered

To help manage client queries in the run up to the end of the financial year, Prudential’s Technical Team have put together answers to the most common tax planning questions they get asked by advisers. more...

Pensions news for Financial Advisers and Paraplanners - FundsNetwork: Tapered annual allowance and utilising carry forward

To help your clients understand the importance of maximising their pension contributions, check our factsheets on annual allowances and the carry forward rules. You'll also find information for clients who are affected by the tapered annual allowance, explaining how this is calculated and what happens if the allowance is exceeded. more...

Tax news for Financial Advisers and Paraplanners - M&G: US tax reforms – unleashing of ‘animal spirits’?

This month’s update looks at the implications for US tax reform on equities. How much is priced in already and will the new fiscal stimulus provide a boost to US growth? more...

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