Oracle Technical December 2018
This edition focuses on HMRC trust consultation, higher lifetime allowance limits, IHT and tax free death benefits.
Oracle Quarterly November 2018
This edition focuses on funds and the advice opportunities they present.
Oracle Technical September 2018
This edition focuses on pensions tax relief, what to do with a UK pension before moving overseas, clients wishing to mitigate a potential inheritance tax liability and the Investment Platforms market study (interim report).
Oracle Technical July 2018
This edition focuses on ‘Pension Schemes’, how the taxation of savings can be simplified, loan trusts and the Pension Schemes Newsletter 99.
Oracle Technical May 2018
This edition focuses on the high income child benefit charge, small pots and triviality, loan trusts, bonds, public sector clients and the office of tax simplification.
Oracle Quarterly April 2018
This edition focuses on investment bonds and what advice opportunities they present.
Oracle Technical March 2018
This edition focuses on Divorce, Discounted gift trust, Spring Statement, Gifts, trusts for disabled persons and frequently asked pension questions.
Oracle Technical February 2018
This edition focuses on Lifetime Allowance and divorce, the transferable residence nil rate band, managing your trustees, the Scottish Rate of Income Tax and Annual Allowance.