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Neil MacGillivray: The breakdown of CGT on divorce and separation professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
Neil MacGillivray: Solving a lifetime allowance issue professionaladviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionaladviser.com Daily Mail and Mail on Sunday newspapers.
Neil MacGillivray: Cutting through the complexity of additional permitted subscriptions Complex theory In his latest column for Professional Adviser, tax expert Neil MacGillivray looks at ISA subscription limits for surviving spouses and civil partners and tries to make a complex tax situation a little bit more approachable Most will be familiar with the tax planning opportunity that arises when one spouse or civil partner dies, and the surviving partner (the survivor) can make an additional permitted individual savings account (ISA) subscription. That said, it s clear from many of the enquiries I receive, particularly where there has been significant stock market movement up until the additional subscription is made, that putting theory into practice isn t as straightforward as it may seem. ....
Neil MacGillivray: Triggering the MPAA and a real-life case study Three common triggers Woah Trigger! exclaims Neil MacGillivray, who uses a real-life case study to assess the common ways savers can trigger the money purchase annual allowance and details how advisers can help clients sidestep accidentally incurring the tax charge The recent finding by the Financial Ombudsman Service in favour of a client who triggered the money purchase annual allowance (MPAA) and subsequently incurred a tax liability due to the pension advice. Sign In ....
Neil MacGillivray: Assessing the tapered annual allowance before tax year end Case study Neil MacGillivray: It’s the client’s responsibility to declare any annual allowance charge within their self-assessment tax return. Neil MacGillivray As the tax year end approaches, Neil MacGillivray provides a brief reminder of the tapered annual allowance, and how advisers can ensure their clients retirement planning remains tax efficient As we approach the end of the tax year, we are receiving quite a number of queries on tapering of the annual allowance (AA) and how it affects high income individuals, so I thought it would be worth sharing. ....