September 2021 – The OTS Second Report on Capital Gains Tax – Simpler, But not yet Simples

Believe it or not there is something called the Office of Tax Simplification (“the OTS”). It was set up in 2010 and no doubt they try their best but one might think they have not made much headway so far. … More

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July 2020 – Coronavirus & Lifetime Planning

Introduction One of the effects of Covid-19 is that for some the value of their investments has gone down. Compared with the devastation Covid-19 has wrought for many that concern may not seem significant. One might see it as a … More

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November 2019 – A Close Call With CGT Private Residence Relief

The general rule is that if an individual sells something for more than they paid for it then they are liable for capital gains tax (“CGT”) on the gain. There are various rules and exceptions qualifying that general rule and … More

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October 2018 – Autumn Budget & “principal private residence relief” Some tinkering at the edges

The Chancellor’s Autumn Budget has had its fair share of attention and summaries of its contents are readily available on the internet. The aim of this update is not to give an overview of the Budget but to focus on … More

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