Maturing Families

30 April 2025

Child Benefit statistics: annual release
The annual Child Benefit statistics

29 April 2025

The High Income Child Benefit Charge (HICBC) - what you need to know
What the charge is based on, how it is calculated and what options are available to the taxpayer

02 April 2025

SIPP fundamentals
The fundamentals of self-invested personal pensions

28 February 2025

Tax year end planning checklist for individuals - 2024/25 tax year
Suggested planning considerations for individuals for the end of the tax year

20 January 2025

Valuing pre-6 April 2024 lump sums for Lump Sum and Death Benefit Allowance purposes
Using the standard valuation basis for pre-6 April 2024 lump sums for Lump Sum and Death Benefit Allowance calculations

20 January 2025

Benefit Crystallisation Events - an overview
The remaining and new Benefit Crystallisation Events

15 January 2025

What is the Lump Sum Allowance?
The Lump Sum Allowance and how it restricts benefits

15 January 2025

Valuing pre-6 April 2024 lump sums for Lump Sum Allowance purposes
Using the standard valuation basis for pre-6 April 2024 lump sums for Lump Sum Allowance calculations

07 January 2025

Investing for children - what you need to know
The rules to consider when investments are made for the benefit of, or on behalf of, minor children

06 January 2025

Transitional tax-free amount certificate
Application, purpose and use of the transitional tax-free cash certificate

30 December 2024

Junior ISA (JISA)
The nature of a JISA investment and planning opportunities

19 December 2024

How an individual can provide for the later costs of care
Ways in which a person can provide for the possible future costs of care

18 December 2024

Introduction to long term care
The background to the long term care problem

08 November 2024

Quarterly Stamp Duty Land Tax statistics - Q3 2024
Quarterly statistics on residential and non-residential SDLT transactions valued at £40,000 or above