Technical Eye

Find the latest adviser articles for retirement planning, tax and estate planning, and investment solutions.

Latest edition

Any way you (Top) Slice it:

Further changes to calculations 

These changes will affect how we look at calculating top slice relief for our clients. It is important to remember that performing top slice calculations are classified as regulated tax advice; so it’d be advisable to get the calculations checked by a regulated tax adviser to ensure accuracy before completing the returns to HMRC.

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Previous articles

TRS: You may be more ‘Relevant’ than you think

We look into the new regulations coming in on the 1 April 2023 regarding the Trust Registration Service.

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Making the most of tax efficient investments

We look at the main options we can use to build a holistic financial plan for your clients.

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Turning changing tax allowances into opportunities

We explore the potential challenges your clients could be facing and how these could become opportunities. 

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The Treasury's raid on middle earners

The changes to dividend and capital gains taxation announced in the 2022 Autumn Statement will affect many clients in the coming tax years.

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What's new?

An in depth look at trusts and role of a trustee

We explain what a trust is and why clients would use them, comprehend an overview of the common types of trusts and their uses, examine the features and benefits of bonds and why they could be suitable trust assets, describe the duties and responsibilities Trustees have and appreciate the benefits of using a professional trustee

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New requirements for the Trust Registration Service

Engage with the latest changes of TRS effective April 2023, what trusts are in scope/which ones are excluded, how the amended regulations affect you as an adviser, discrepancy reporting and the penalties regime and the interaction between registers in different EEA member states.

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End of tax year financial planning opportunities

Explore why it’s important to take immediate action regarding your clients’ end of year tax plans, identify financial planning opportunities and find keyways to add value to your client relationships and help them meet their lifetime goals.

Taxation changes affecting your clients

Understand the changes to capital gains and dividend taxation announced in the Autumn Statement 2022, explore the key differences between an onshore bond, offshore bond and collective investments and learn how to apply knowledge of offshore/onshore bonds and their target markets.

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Meet the ican team

Your ican Technical Services team are all industry-recognised experts specialising in trusts, estate planning, retirement planning and tax. Every individual in the team understands that you have specific needs and we aim to deliver the right technical information, in the right way, at the right time.

 

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