Tax and Financial Planning

• Still Time to Stay Ahead of CGT Changes

  • Posted13 March 2020

  New rules surrounding the payment of Capital Gains Tax (CGT) on profits made on the sale of a residential property are now just weeks away. Taking effect on 6...

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• Couple’s Claim for CGT Loss on Holiday Home Succeeds

  • Posted14 February 2020

  HM Revenue and Customs (HMRC) may appear a very big battalion indeed but, with the right legal advice, individuals can succeed in overturning their decisions. Exactly that happened in a...

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• Off-Plan Flat Buyer Wins Full CGT Relief in Test Case

  • Posted29 January 2020

  Can a purchaser of a property be said to ‘own’ it after contracts are exchanged but before the transaction is completed? The Court of Appeal’s answer to that fundamental question...

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• Failing to Keep Accurate Accounts is Like a Red Rag to the Tax Authorities

  • Posted8 January 2020

  Failing to take professional advice and keep accurate accounts is like holding a red rag up to the HM Revenue and Customs bull. In a case on point, an international...

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• Employee or Contractor? Broadcast Journalist Receives £400,000 Tax Bill

  • Posted23 December 2019

  Establishing a company to act as an intermediary between yourself and the clients to whom you provide your services can have substantial tax advantages. As a case involving a broadcast...

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• Loyalty Bonuses Taxable, Rules Upper Tribunal

  • Posted6 December 2019

  Investors using the popular online financial investment platform Hargreaves Lansdown (HL) may not have heard that the ‘loyalty bonuses’ they receive from HL have been deemed by the Upper Tribunal...

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