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Canada Life Technical Eye - 2014 Q3

Technical Eye - Q3 2014

Technical Eye - Q3 2014 

 

In this issue 

 

Avoiding the ATED

For the last few years, the government have been cracking down on non-doms owning valuable properties in the UK, by imposing an ‘Annual Tax on Enveloped Dwellings’. Recently they announced an extension to this tax.
Neil Jones looks at the details of the tax and the options for non-doms facing what can be a substantial annual charge.

 

Bare trusts: the great debate

Bare trusts might be looking more appealing following HMRC’s recent plans for changing the taxation of discretionary trusts, but do the disadvantages outweigh the advantages.
Two technical experts take different points of view, so that you can make your own mind up. Jeremy Pearson outlines their simplicity whilst Paul Thompson points out their drawbacks.

 

Benefit by making a difference

Neil Jones looks at gift aid and the tax implications of philanthropy. This covers the Income tax, Capital gains tax and Inheritance tax angles, with examples of how tax relief is given.

 

Estate planning without the IHT angle

Trusts are not just about saving inheritance tax – there are many other benefits in using this structure to hold investments.
Cathy Russell looks at a selection of these, including retirement planning, school fee provision and long-term care.

 

Personal injury trusts

Some compensation awards for personal injury hit the headlines, because of the amounts involved. But what happens after the money is paid over?
Jeremy Pearson looks at the advantages of setting up a personal injury trust and the technical issues involved.

 

Annuities and the shape of things to come

Nigel Orange writes about the changes to pensions announced in the Budget. Is this the end of the lifetime annuity as we know it? He doesn’t think so.
He looks at the proposed new rules and how they will impact on the world of pensions.

 

Warning: The information in these articles was correct at the date of publication issue and may have changed since that date.

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