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This edition focuses on Tax-Year End and the advice opportunities available. January 2019
Oracle Quarterly November 2018
This edition focuses on funds and the advice opportunities they present.
Oracle Technical November 2018
This edition focuses on Probate fees, Pension Savings Statements, Trusts consultation, Residence Nil Rate band and Transfer Value Comparator.
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.