25th February 2015

Scottish Widows – Read February’s edition of Techtalk

Techtalk is our free online magazine which is written by our technical experts and provides technically relevant, up-to-date information.

The key rationale of techtalk, and indeed one of the reasons it is so popular amongst financial advisers, is the non-sales, non-promotional approach of the articles. The overall theme is to anticipate, interpret and forecast key industry changes and regulation. 

Welcome to the February 2015 Edition of Techtalk. 

See how your business could benefit as our financial planning team looks at the latest opportunities in the market. 

WHY TAX YEAR END PLANNING?

A comprehensive summary of the many tax planning opportunities for advisers and their clients in the run up to 5 April - Thomas Coughlan

 

PENSIONS AND INCOME TAX RELIEF

An in depth look at the tax benefits of pensions, the operations of income tax and how the two interact - Thomas Coughlan

MAKING UP LOST GROUND: CARRY FORWARD

An example based article providing a refresh of how to maximise pension contributions before the end of the tax year using carry forward of annual allowances - Thomas Coughlan

TRANSFERRING INVESTMENTS TO SAVE INCOME TAX

Making maximum use of exemptions and allowances is key to effective tax planning. How this can be achieved by effective use of investments is explained in detail - Thomas Coughlan 

FURTHER TAX YEAR END PLANNING

The final article in this edition looks at capital gains tax planning, inheritance tax planning and tax year end planning for business owners - Thomas Coughlan.


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