UTECH NEWS ARCHIVE

Simon Martin
Bonds & the Finance Bill

source: Professional Paraplanner  date: December 2017 Simon Martin, Technical Services Manager, looks at two new legislative changes, included in the Finance Bill 2017-19, affecting taxation of withdrawals from life assurance policies and permissible linked assets. Download the full article here

Mixed Wrapper Tax Strategy

source: Professional Paraplanner  date: November 2017 John Haley examines ways to maximise tax-free savings allowances in retirement Download the full article here

To CRB or not to CRB, that is the question

source: Financial Adviser, date: October 2017 Simon Martin – Technical Services Manager, looks at the benefits of writing a Capital Redemption bond policy. Download the full article here

OFFSHORE BONDS

source: Professional Paraplanner, date: September 2017 David Findlay discusses the benefits of offshore bonds when wealth and estate planning for UK-based clients. Download the full article here

CHANGING LANDSCAPE OF IHT

source: Financial Adviser, date: April 2017. In February this year the Office of Tax Simplification (OTS) released a paper discussing the current complexity of the UK tax system. For people working in tax, some of the statistics cited in this paper were quite eye watering. Download the full article here

A PARTIAL APPEAL

source: International Adviser date: February 2017. The use of partial surrenders can make for a good tax-panning strategy but it is possible for disproportionate charges to occur. After an Upper Tribunal test case, HMRC is taking ‘common-sense’ steps to remedy the situation Download the full article here