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 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.