Tax and Financial Planning

• Government Acts to Close Dubious Investment Companies

  • Posted2 February 2017

  An essential role of government is to ensure that companies do not operate against the public interest and tight regulatory regimes exist to prevent this, particularly where investments are concerned...

  Read more

• Who Needs a Pension if You Have a House?

  • Posted5 January 2017

  Two recent surveys have underlined the importance to younger people of getting away from what is increasingly seen as a ‘rent trap’, in which the high cost of rentals prevents...

  Read more

• Charitable Principle Not Enough

  • Posted16 December 2016

  It seems trite to say that the law is what the law is, but in cases where a decision is reached that is correct under the law but which seems...

  Read more

• Will Your Property Be an IHT Trap?

  • Posted2 December 2016

  Data published recently show that the new £100,000 additional ‘private residence’ exemption for Inheritance Tax (IHT), which is due to be introduced in April 2017 and will increase thereafter, could...

  Read more

• Tax Avoidance Schemes – Take Care

  • Posted17 November 2016

  Entering into tax avoidance schemes is not for the faint-hearted and, once embarked upon, they can be very difficult to leave. In one case, participants in two such schemes failed...

  Read more

• When is a Loss Not a Loss?

  • Posted4 November 2016

  Capital Gains Tax (CGT) is a complex tax, but the guiding principle is straightforward. It taxes gains on the disposal of non-trading assets. For a person, profits on trading transactions...

  Read more