Tax and Financial Planning

• You Are Entitled to Rely on Ostensibly Competent Professional Tax Advice

  • Posted17 January 2023

  When it comes to tax matters, there is a tendency for fiscally inexperienced people to simply sign whatever documents their accountants put in front of them. That can be a...

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• Mortgage Brokers’ Duties Come Under Analysis in Guideline Ruling

  • Posted28 December 2022

  To what extent are mortgage brokers required to consider the security or otherwise of underlying investments that their clients hope will, in due course, repay a loan? The High Court...

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• Football Match Attendance Proves Pivotal in UK Residency Tax Dispute

  • Posted13 December 2022

  In order to establish that you have become a non-UK resident for tax purposes, you need to show a change in the pattern of your life amounting to a real...

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• Trading Via a Company – Fitness Coach Faces COVID-19 Grants Clawback

  • Posted18 November 2022

  Conducting your trade through the medium of a limited company can bring tax and other benefits. However, as a case concerning the clawback of COVID-19 support grants paid to a...

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• Parental Contributions to Children’s Businesses – Legal Certainty is Priceless

  • Posted26 October 2022

  It is commonplace for parents to put their hands in their pockets to help their children set up in business. As a High Court ruling in a bitterly contested inheritance...

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• Commercial Property Investor Succeeds in CGT Appeal

  • Posted30 September 2022

  Losses incurred on the disposal of an asset can be set against future profits on other investments for Capital Gains Tax (CGT) purposes. As a First-tier Tribunal (FTT) ruling showed,...

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