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FEATURE ARTICLE
Employer Pension Contributions — TaxationWeb (March 2006) by Bob Fraser MBA MA FSFA
Bob Fraser, MBE, MBA, MA, FPFS, TEP of Towry Law Financial Services Ltd outlines HMRC’s approach on the tax deductibility of employer pension contributions post A-Day. Loan Trusts – An Explanation — TaxationWeb (March 2006) by Bob Fraser MBE, MBA, MA, FPFS, TEP
Bob Fraser, MBE, MBA, MA, FPFS, TEP of Towry Law Financial Services Ltd provides an introduction to loan trusts and their potential inheritance tax implications. Discounted Gift Trusts: An Introduction — TaxationWeb (February 2006) by Bob Fraser MBE, MBA, MA, FPFS, TEP
Bob Fraser, MBE, MBA, MA, FPFS, TEP of Towry Law Financial Services Ltd provides an introduction to a popular inheritance tax planning arrangement. Financial Adviser Qualifications — TaxationWeb (January 2006) by Bob Fraser MBE, MBA, MA, FPFS, TEP
Bob Fraser MBE, MBA, MA, FPFS, TEP of Towry Law Financial Services Ltd clarifies the various types of qualifications relating to financial advisers that investors may encounter. Residential Homes And Pension Plans — TaxationWeb (December 2005) by Bob Fraser MBA MA FSFA
Bob Fraser MBE, MBA, MA, FPFS, TEP of Towry Law Financial Services Ltd outlines recent developments affecting pension schemes. Tax Relief on Life Assurance — TaxationWeb (August 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBA, MA, FSFA, outlines the new tax relief for pension term assurance from 6 April 2006. Countdown to Pension ‘A Day’ (6th April 2006) — TaxationWeb (July 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBE, MBA, MA, of Rensburg Investment Management Ltd, points out the importance of pensions and some of the main features of the forthcoming new pension regime Tax Planning Using The Alternative Investment Market (AIM) — TaxationWeb (May 2005) by Bob Fraser MBA MA FSFA
An overview of AIM and its potential tax benefits, by Bob Fraser MBA, MA, FSFA of Rensburg Investment Management Limited Taxation Aspects of Key Person Insurance — TaxationWeb (April 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, outlines how ‘Key Person Insurance’ operates and considers the tax deductibility of payments for cover. Potential Tax and Financial Pitfalls in Transferring the Family Home to Avoid Long Term Care Costs — TaxationWeb (April 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, explains why gifting the family home for tax-efficiency or other reasons can have unfortunate repercussions in the assessment of means tested contributions for long term care costs Inheritance Tax Aspects of Pensions — TaxationWeb (March 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, considers inheritance tax aspects of Section 32 arrangements (‘buy-out bonds’), assigned money purchase schemes, retirement annuities, personal pensions (including stakeholders) and pension fund withdrawal (‘income drawdown’) Investment Essentials — TaxationWeb (March 2005) by Bob Fraser MBA MA FSFA
To mark the launch of TaxationWeb’s ‘Tax Efficient Investments’ section, Bob Fraser, MBA, MA, FSFA, Associate Investment Director of Rensburg Investment Management Limited, outlines some ‘building blocks’ of good investment strategy. Two Post Pre-Owned Assets Tax Approaches To IHT Planning — TaxationWeb (March 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, examines the ‘pre-owned assets tax’ (POAT) regime from 6 April 2005, and considers two potential IHT planning approaches. The Tax Planning Case For Pensions — TaxationWeb (February 2005) by Bob Fraser MBA MA FSFA
Pensions have had a bad press over the past few years, resulting in many people questioning their value. Bob Fraser, Associate Investment Director of Rensburg Investment Management Limited, offers the case that pensions still represent a tax efficient way to provide a future income in retirement, and re-states the tax planning case for pensions based on current tax legislation. Venture Capital Trusts – An Opportunity To Invest And Obtain 40% Income Tax Relief — TaxationWeb (February 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, Associate Investment Director of Rensburg Investment Management Limited, outlines the potential tax incentives offered to Venture Capital Trust Investors EIS - Capital Gains And Income Tax Relief For Investors — TaxationWeb (January 2005) by Bob Fraser MBA MA FSFA
Bob Fraser, Associate Investment Director of Rensburg Investment Management Limited, outlines the potential tax incentives offered to enterprise Investment Scheme investors. |
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NEWS UPDATES
30 Jul 2005
IHT AND PENSION SIMPLIFICATION - HM Revenue & Customs have published a discussion paper (21st July 2... 30 Jul 2005
PENSIONS TAX SIMPLIFICATION - HM Revenue & Customs have published the Pensions Tax Simplification Ne... 18 Jun 2005
INCOME DRAWDOWN PITFALL AFTER 'A' DAY – There is a nasty surprise lurking for some in the new pensio... 21 May 2005
CONSUMERS FEELING THE SQUEEZE! By Bob Fraser - The mood of the UK Equity Market has turned distincti... 26 Apr 2005
INVESTMENT UPDATE - by Bob Fraser of Rensburg Investment Management Limited - The prevailing economi... 23 Apr 2005
INVESTMENT OUTLOOK (APRIL 2005) by Bob Fraser of Rensburg Investment Management Limited - Having exp... 19 Mar 2005
INVESTMENT MARKET REVIEW (MARCH 2005) - by Bob Fraser, Rensburg Investment Management Ltd.
12 Mar 2005
INVESTMENT MARKET REVIEW – A Market Commentary for 2004 by Rensburg Investment Management (updated J... 12 Mar 2005
PENSION SIMPLIFICATION - The Finance Act 2004 contains legislation that will lead to major changes i... |
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