Tax and Financial Planning

• Can Managing Your Personal Share Portfolio be a Trade for Tax Purposes?

  • Posted12 May 2023

  With widely differing degrees of success, many enthusiastic investors buy and sell shares on their own account in the hope of boosting their incomes – but can such activities be...

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• Domicile – Tax Tribunal Delves Back into a Century of Family History

  • Posted26 April 2023

  Discerning where an individual is domiciled for tax purposes can involve delving far back into his or her family history. In a case on point, a tax tribunal’s inquiries began...

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• Rugby Union Commentator Relieved of £700,000 Tax Demands in IR35 Appeal

  • Posted3 April 2023

  Many media personalities who provide their services via their own private companies have, in tax terms, expensively fallen foul of the so-called IR35 legislation. However, in one case, a Rugby...

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• Businessman Pays Dearly for Delay in Lodging VAT Penalty Appeal

  • Posted13 March 2023

  Those dissatisfied with HM Revenue and Customs (HMRC) decisions must exercise any right of appeal within tight legal time limits and should consult a solicitor as a matter of urgency....

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• Landowner Relieved of £98,000 Stamp Duty Bill in Country House Appeal

  • Posted27 February 2023

  Large houses set amidst rolling acres are an abiding feature of English rural life – but should such properties necessarily be viewed as wholly residential? In answering that question in...

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• Shareholders Relieved of Income Tax Liability on Dividends that Went Unpaid

  • Posted7 February 2023

  Shareholders are obviously liable to pay Income Tax on their dividends, but what if a declared dividend is not – and, in reality, never will be – paid? A tax...

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