Tax and Financial Planning

• 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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• 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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• Quality of Occupation Determines Tax-Free Status of Residential Property Gain

  • Posted7 March 2019

  The supposition that residential properties are exempt from Capital Gains Tax (CGT) is a common, but incorrect, one. You would think, for example, that if a person only owns...

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• Quality of Occupation Determines Tax-Free Status of Residential Property Gain

  • Posted7 March 2019

  The supposition that residential properties are exempt from Capital Gains Tax (CGT) is a common, but incorrect, one. You would think, for example, that if a person only owns...

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• Ignorance Not a Reasonable Excuse for Tax Disclosure Failure

  • Posted20 February 2019

  When an 18-year-old woman bought a derelict end terrace property in London in 2006 and sold it to developers the following year, she made no entry on her tax return,...

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