Tax and Financial Planning

• Have You Checked Your Investment Adviser’s Credentials?

  • Posted23 June 2017

  Investment advice is best obtained from authorised professionals and it is unwise to rely on friends’ recommendations, no matter how trustworthy they may appear. In one case that proved the...

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• Tax Law No Respecter of (Cultural) Tradition

  • Posted9 June 2017

  An argument that assets which HM Revenue and Customs (HMRC) said belonged to a deceased man (and were thus subject to Inheritance Tax) were actually owned in whole or in...

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• Financial Advice to Become More Common?

  • Posted23 May 2017

  We have often written about the dangers of taking advice from unqualified and/or unregulated advisers. A recent change in the regulations surrounding financial advice will cause some concern for those...

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• Bank Mistake – HMRC Still Levy Penalty

  • Posted10 May 2017

  When a taxpayer named Mr Coomber sent his cheque by post to HM Revenue and Customs (HMRC) to settle his tax demand, he thought that would be the end of...

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• Tax Penalties Avoided for Those Affected by IT Glitch

  • Posted21 April 2017

  With HM Revenue and Customs (HMRC) pressing ahead with plans to make ‘customers’ deal with them only digitally, it is good to see that when a system issue with the...

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• Woman Aged 96 Wins £223,000 for Negligent Investment Advice

  • Posted6 April 2017

  The complexities of financial advice can be bamboozling, particularly for the elderly, but one High Court case – in which a 96-year-old woman won more than £220,000 in damages in...

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