Tax and Financial Planning

• Contract With Mortgage Broker Does Not Guarantee Funds

  • Posted10 July 2012

  When a mortgage brokerage agrees to arrange finance for a customer, does that mean that it has provided a guarantee that the required funding will be found? This question was...

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• Failure to Cut Ties Prevents Non-Residence Claim

  • Posted20 June 2012

  HM Revenue and Customs (HMRC) have won yet another victory in a tax case in circumstances in which the facts were such that it is very unlikely indeed that a...

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• Deathbed Marriage Creates Tax Advantage

  • Posted31 May 2012

  Marrying or forming a civil partnership in order to save tax may not be romantic, but a recent case showed the benefits of so doing when a man married his...

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• FSA Fines Three Over Share Dealing

  • Posted22 May 2012

  When a transaction occurred that should have aroused suspicion, the subsequent investigation by the Financial Services Authority (FSA) led to fines for three of the people involved. The transaction...

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• Holiday Letting Property a Business, Not an Investment

  • Posted8 May 2012

  A recent tax case shows the lengths HM Revenue and Customs (HMRC) will go to when they think there is tax to be gained by adopting an aggressive attitude with...

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• Lump Sum Option for Small Pension Plans

  • Posted16 April 2012

  Under changes to pensions rules recently announced by HM Revenue and Customs (HMRC), those aged 60 or over now have the option of taking a lump sum from personal pensions...

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