![[UNS] tax](https://ifamagazine.com/wp-content/uploads/2024/11/getty-images-gA9N92x8Yko-unsplash.webp)
Our website uses cookies to enhance your experience and to help us understand how you interact with our site. Read our full Cookie Policy for more information.
Tax
-
TYE 2025: Defaqto’s Richard Hulbert offers a reminder to ‘use or lose’ tax planning allowances
With tax year-end fast approaching, now is the time for advisers to help clients maximise allowances, optimise tax efficiency, and avoid last-minute…
-
![[UNS] tax](data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20width='1200'%20height='800'%20viewBox='0%200%201200%20800'%3E%3C/svg%3E)
April tax shake-up: The key dates that UK businesses need to prepare for in 2025
An estimated 8 in 10 UK are expected to reevaluate their operational plans due to the higher tax rate which is set…
-
TYE 2025: The gift that keeps on giving, Quilter Cheviot explores IHT changes
Given their significance, the inheritance tax (IHT) changes announced by Rachel Reeves in her first budget are likely to see the incidence…
-
TYE 2025: Key client tips for the end of the financial year from Andrew Bennie at Brooks Macdonald
As the current tax year comes to an end on 5th April, it’s important to ensure your clients feel prepared for the…
-
TYE 2025: SIPPs are the essential year-end tool for taxefficient pension planning says James Floyd, of Alltrust Services Limited
As tax-year-end approaches, financial advisers are sharpening their focus on pension planning – and for good reason. Pensions, especially Self-Invested Personal Pensions…
-
TYE 2025: George Clelland at Puma Investments explores how VCTs can mitigate income tax on pension withdrawals
George Clelland, Investment Product Manager at Puma Investments, explores how VCTs can be a powerful tax planning tool for retirees, helping to…
-
TYE 2025: Royal London’s Justin Corliss explores “what advisers are asking us now about pensions”
The period from Christmas to the beginning of April and tax year end is always busy, but this year has been even…
-
TYE 2025: Scottish Widows’ Gareth Davies outlines 5 things to think about before the 5th of April
With tax year-end fast approaching, here are some suggestions from Gareth Davies, Pensions Specialist at Scottish Widows, for how you can make…
-
Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with Mark Devlin, M&G
In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers…
-
Grandparents paying school fees? Legal expert warns of unintended consequences
In this analysis, Alice Edwards, Associate, at law firm Winckworth Sherwood, highlights some unintended and unwelcome consequences that might arise in cases…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.