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 August 2018
This edition focuses on being a Power of Attorney, Spousal Bypass Trusts and Inheritance tax receipts.
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 June 2018
This edition focuses on Public Service Pension Schemes, OEICs and Unit Trusts, rules for paying pension contributions after age 75 and The Office of Tax Simplifications.
Oracle Quarterly April 2018
This edition focuses on investment bonds and what advice opportunities they present.
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 Regulatory Special Issue March 2018
This special Disclosure edition of Oracle aims to help with the new COBs requirements.
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.
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 Technical December 2017
This edition focuses on annual allowance, discretionary trusts charges, and indexation changes, as well as questions and answers on tax and trusts and pensions.
Oracle Technical October 2017
This edition focuses on vulnerable pension clients, the periodic charge for discretionary trusts, Lifetime Allowance excess and more.