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 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.
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 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 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 Quarterly October 2017
This edition focuses on nearing the Lifetime Allowance, surplus cash in small businesses, more than 100% tax relief, funding university, tax reduction and a day in the life of the technical team.
Oracle Investment Special Edition October 2017
This edition focuses on Prudential’s approach to investments, including asset allocation and more.
Oracle Technical August 2017
This edition focuses on the implications of a tax tribunal related to business property relief and inheritance tax, probate trusts and maximum employer contributions.
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.