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Techzone

For financial advisers - compiled by our team of experts, qualified in pensions, taxation, trusts and wealth transfer.

Your search for "price lock" in "All areas".

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  • Loan trusts: don't pay the price when repaying the loan Loan trusts are a great way for clients to cap or reduce their IHT liabilities while retaining access to their capital. They are also an option for those who have made chargeable lifetime…
  • Taxation of OEICs and unit trusts Income is taxable whether taken or reinvested Dividend and personal savings allowances available on investment income Both interest and dividends now paid gross Switching between share-classes…
  • New State Pension Applies to individuals reaching State Pension age on or after 6 April 2016 A minimum of 10 ‘qualifying years’ of NICs or NI credits are needed to be eligible for any New State Pension For…
  • The tricky business of profit extraction Owners of SME companies will be considering the best way to take profits from their business as the tax year end nears. The dividend route has been favoured by many in recent years, but there…
  • Capital gains tax Capital gains tax applies to the sale or gifting of an asset Gifts between spouses are exempt from CGT Gains on shares purchased on different dates are calculated using the average cost CGT…
  • What do the new tax residency rules mean for non-doms? Since 6 April 2025 domicile is no longer a factor in how someone is taxed in the UK. The new residence only based tax regime may have consequences for certain clients. Many advice firms will…
  • Tax year end guide to utilising the CGT annual exemption Tax free gains of up to £3,000  can be taken in 2024/25 Gains on shares, including units and OEICs, are typically calculated using the average acquisition cost The acquisition cost…
  • Autumn Budget 2024 – what it means for you and your clients Rachel Reeves' first Budget as Chancellor has had the rumour mill in overdrive as she strives to fill a blackhole in the public finances. The biggest single measure designed to address that…
  • CGT and share matching Share matching rules prevent gains from being crystallised by straight forward sale and immediate buy back Purchase the same shares in your pension and benefit from tax relief…
  • Funding above the annual allowance - when it makes sense Restrictions to pension funding are one of the key frustrations facing financial planners today. A recent survey by abrdn found that two thirds of advisers surveyed included either the tapered…
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