Insights, opinions and commentary on the tax issues that matter to Financial Advisers

Capital Gains Tax – the advantages of taking the allowance into consideration

24 February 2020

Capital Gains Tax can sometimes feel like a punishment for good performance, but there are definite advantages to taking CGT allowance into consideration.

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Inheriting ISAs and the rules around ISA inheritance

12 December 2019

Now that Novia offers in-specie Additional Permitted Subscriptions it’s the perfect time to review the changes to the rules around ISA inheritance. Lifetime Allowance The Lifetime Allowance (LTA), currently set…

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Monetary policy, election and Brexit

11 December 2019

Who holds the cards to win this important vote? In the last month, with the election and Brexit looming, the news has been flooded with details of manifestos, spending plans…

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The impact of investing the full ISA allowance

10 January 2019

With Christmas now behind us, it’s time to look forward to the next significant date in the calendar – the end of the tax year and in particular, your clients’…

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Annual Allowance changes in the budget

12 November 2018

Annual Allowance changes in the budget, or lack thereof. The relatively quiet Autumn budget announcement did not include the major overhaul of pension allowances that had been predicted by pundits….

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