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 Technical April 2018
This edition focuses on Disclosure of Tax Avoidance Schemes (DOTAS), Annual Allowance, Power of Attorney, the present and future of Defined Benefit transfers and frequently asked questions relating to ‘lives assured’ on investment bonds.
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 Regulatory Special Issue March 2018
This special Disclosure edition of Oracle aims to help with the new COBs requirements.
Oracle Technical January 2018
This edition focuses on pension tax relief, pension death benefits, the taxation of offshore bonds, disproportionate gains from life assurance bonds, and regulations updates.
Oracle Quarterly January 2018
This edition focuses on making the most of tax allowances, pension planning and how directors can extract profits from a Limited Company.
Oracle Regulatory Special Edition November 2017
This edition focuses on the impact of upcoming regulatory changes, including GDPR, PRIIPs, MiFID and IDD, as well as pension scams.
Oracle Technical October 2017
This edition focuses on vulnerable pension clients, the periodic charge for discretionary trusts, Lifetime Allowance excess and more.
Oracle Investment Special Edition October 2017
This edition focuses on Prudential’s approach to investments, including asset allocation and more.
Oracle Technical September 2017
This edition focuses on probate applications, taxation of discretionary trusts, pension commencement lump sum recycling and more.
Oracle Technical July 2017
This edition focuses on tapered annual allowance, money purchase annual allowance, Excluded Property Trusts, the FCA consultation on pension transfers and more.
Oracle Technical June 2017
This edition focuses on discounted gift trusts, investing for vulnerable clients, as well as annual allowance changes and ‘Scheme Pays’.