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 Investments and tax planning

Tech centre - investments and tax planning
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Pensions planning

Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.

Protection planning

Our protection articles can help support your financial planning process and the opportunity to earn CPD hours.

Trust and inheritance tax

Financial planning opportunities giving you information about inheritance tax and trust planning.

Bond surrenders

A review of the most tax efficient option to take a withdrawal from an investment bond

Bonds for higher rate taxpayers

In this article we consider the benefits of UK Investment Bonds for the higher rate taxpayer.

Bonds versus collectives for basic rate taxpayers

Choosing the right tax wrapper for basic rate taxpayers

Bonds versus collectives for higher rate taxpayers

Choosing the right tax wrapper for higher rate taxpayers

Capital gains tax planning

Maximising Capital Gains Tax benefit and minimising tax losses

Child Benefit charge planning

A look at who will be impacted by the child benefit charge & the planning opportunities to reduce or eliminate this charge

Collectives and the tax implications for part withdrawals

An appraisal of the methods of taking regular monetary amounts from Collectives & Investment Bonds.

Dividend Taxation from 6 April 2016

Looking at how dividends are taxed from 6 April 2016

High earners and planning for the 45% and 60% tax rates

With a 45% tax rate for taxable income over £150,000 together with the reduction in the personal allowance for those earning over £100,000 we consider the planning opportunities.

ISA or Pension?

In this article we compare the tax benefits of an ISA and Pension.

Onshore Investment Bond Surrenders and Top Slicing

This bulletin looks at how top slicing works and reducing the tax liability on an onshore bond surrender

Planning with the tax free dividend allowance

We consider the planning opportunities offered by the introduction of the dividend allowance.

Saving for children and grandchildren

An overview of the tax efficient planning opportunities for saving for children and grandchildren

Self-assessment for 2015/16 and reporting higher rate tax on investments

A look at the tax voucher issued for a platform investment account and where this information should be entered on a tax return.

Corporate Investments in Collectives

This article looks at the taxation of corporate investments and other considerations.

Dividend Taxation from 6 April 2016

Looking at how dividends are taxed from 6 April 2016

Renumeration strategy for business owners

Companies need to decide what to do with their profits, we consider the remuneration strategy options for shareholding directors

Investments by charities

Charitable investments, and whether investment bonds are a suitable investment.

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WA01356 02/2017