Tax and Financial Planning

• Court Allows Trust Error to Be Corrected

  • Posted5 July 2019

  Mistakes do happen, and in some circumstances they can be rectified by the courts. In a recent case, the wife of a man who died in 2015 went to...

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• Appealing Against a Tax Bill? Make Sure You Get a Fair Hearing!

  • Posted14 June 2019

  If you dispute a tax bill, you are entitled to a fair hearing of your appeal and specialist advice will ensure you get just that. In a case that demonstrates...

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• Share Sale Tax Avoidance Scheme Fails the Reality Test

  • Posted31 May 2019

  Judges interpret tax statutes in the real world and are experienced at looking beyond the detailed provisions of intricate transactions to discern their actual purpose. In a case exactly on...

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• Court Denies Widow the Right to Challenge Trust Arrangements

  • Posted13 May 2019

  Trusts have been gradually falling out of favour, according to a recent report. It is thought that the fall of some 4 per cent in trusts submitting tax returns last...

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• Is IHT Simplification On the Way?

  • Posted18 April 2019

  More than 550,000 people die annually in the UK and half of those deaths require the completion of Inheritance Tax (IHT) forms, which are not straightforward and can be a...

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• Overcautious Approach Means Compensation for Pension Scheme Member

  • Posted27 March 2019

  With significant losses being reported in ‘pension transfer scams’, it is no surprise that when the administrators of a pension scheme receive a request to transfer a pension to a...

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