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How changes to investment tax could impact clients

With the new tax year fast approaching, Julia Peake explores the challenges and solutions linked to both CGT and dividend tax changes. ....

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What advisers need to know: Trust and trustees' tax position

In the final technical article of the series, Neil Macleod explores the post-Autumn Statement position of trusts and their trustees in light of tax allowance changes ....

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What advisers need to know: Achieving balance with bonds

In the second of a series of post-Autumn Statement technical articles, Les Cameron looks at en vogue bonds – but also questions if they have ever been out of favour… ....

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What advisers need to know: SME owner profit extraction

In the first of a series of articles unpicking the consequences of last year’s Autumn Statement, Mark Devlin explores how it will affect SME business owners extracting their profits… ....

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Evelyn Partners warns of potential shifts in pension regime in 2023

Advisers and savers should be watching several pension issues closely at the start of the new year ....

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