Widely regarded as most unpopular tax, IHT is under scrutiny from both government and opposition. Is it time it was scrapped for a gifts tax?

Could we see the back of inheritance tax?

By Richard Jackson | 15th July 2019

A paper presented to the Labour Party has suggested the abolition of inheritance tax (IHT).  Labour Party proposals to kill off inheritance tax (IHT)…

The recent trials of the Woodford fund highlight the importance of personal advice on your investments..]

When it comes to funds, the best advice is personal

By Richard Jackson | 11th July 2019

The recent problems with the suspension of dealings in a heavily promoted UK equity income fund have exposed the blurred line between advice and…

Free TV license row highlights the cost of an ageing population

Implications from the over-75 TV licences row

By Richard Jackson | 8th July 2019

The BBC’s decision to scrap universal free TV licences for the over-75s is part of the larger debate about our growing ageing population.  Free…

Buoyant stock markets have defied analysts' prediction so far this year.

2019 stock markets defy analysts’ predictions

By Richard Jackson | 4th July 2019

The world’s stock markets had a buoyant first six months. The final few months of 2018 were a dark time for the world’s stock…

Probate fees are to be changed

How well do you understand inheritance tax?

By Richard Jackson | 1st July 2019

A survey by HMRC published in May concluded that the public have a relatively poor knowledge of inheritance tax (IHT) rules and lack of…

Dividends wobble with 40% cuts

By Richard Jackson | 28th June 2019

Recent dividend announcements have been an unwelcome reminder for some investors that peaks also have downsides.  Dividends matter to investors in UK shares. The…

New ideas for funding long-term care

Another take on long-term care costs

By Richard Jackson | 25th June 2019

A new set of proposals for funding long-term care has emerged from a significant source.  The funding of long-term care is an issue that…

UBI could transform the UK's tax system

Brave new world of UBI?

By Richard Jackson | 24th June 2019

UBI – If those three letters mean nothing to you now, they may do soon.  Universal Basic Income (UBI) has become a topic attracting…

Flexible pensions are causing tax overpayment problems

Flexible pensions: too taxing for many

By Richard Jackson | 21st June 2019

Recent HMRC statistics highlight the over-taxation of some flexible pensions benefits.  More than one million people have received flexible pension payments thanks to therules introduced…

US Government Bonds

US Government Bonds: Riding out investment bends

By Richard Jackson | 28th May 2019

Professional investor interest has been focusing on US government bonds, with potential lessons for long term investment.  On 22 March the US stock market…

VCT funds at a peak

A popular peak for venture capital trusts

By Richard Jackson | 21st May 2019

Figures recently released for last tax year show the highest level of VCT investment since 2005/06.  The Association of Investment Companies was quick off…

Chinese investments: the ripple effect widens

By Richard Jackson | 20th May 2019

It is not only Chinese mainland shares which are now attracting investor attention.  Over the past few years, the relevance of shares quoted on…

Pension planning. Pension planning - More peopleworking past the age of 65

Pension planning: How long do you want to work…?

By Richard Jackson | 20th May 2019

As people are living longer, a parallel older-age profile is emerging in the labour force.  Labour market statistics for the period of December 2018…

The ISA or individual savings account is 20 years old this April.

Happy birthday, dear ISA

By Richard Jackson | 30th April 2019

April 6 marked the twentieth birthday of the Individual Savings Account or ISA.  When the ISA was introduced in 1999, many thought it to…

Life expectancy in the UK is to improving as rapidly as predicted - obesity is part of the problem.

Life expectancy – we’re living longer, but…

By Richard Jackson | 30th April 2019

A recent report shows that life expectancy is still improving, but not as quickly as was once expected.  “British life expectancy falls by SIX MONTHS…

Deadline for IR35 Crackdown

The lesson from the loan tax charge

By Richard Jackson | 30th April 2019

The controversy surrounding the loan charge deadline is a reminder of the dangers of aggressive tax planning. If you were offered a way of…

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