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 →

Posted in Bullet Point Update Tagged Capital Gains Tax, OTS, Property, Tax, Tax Planning

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 →

Posted in Bullet Point Update Tagged Capital Gains Tax, Coronavirus, IHT Planning, Inheritance Tax, Tax Planning

July 2019 – Death tax – making it “simples”?

The Office of Tax Simplification There is (believe it or not) something called the Office of Tax Simplification (“the OTS”). It was set up as a temporary body in July 2010 and it was put it on a permanent, statutory … More →

Posted in Bullet Point Update Tagged IHT, Inheritance Tax, Tax Planning