Goverment and taxation

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Our research team provides relevant and easy to read articles on topics that you may find interesting as an investor. They visit Fund Providers and attend conferences regularly to keep up to date with market and industry news. Find out more

You can filter the articles for words that are contained anywhere in the title or body of the article by simply typing in the Search Box at the top of the list of articles. You can also filter articles by one of the article categories to focus on an overall area of interest. Browse our articles and please feel free to use our feedback process to let us know what you think.

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2019 Spring Statement in brief

Published on 13 Mar 19 by Liz Rees  (194 views)

Chancellor Philip Hammond delivered his Spring Statement to Parliament today. 
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2018 Post Budget Round Up

Published on 30 Oct 18 by Liz Rees  (1,749 views)

We've outlined some key details and summarised yesterday's Budget, to help you separate the wheat from the chaff.
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2018 Spring Statement round up

Published on 14 Mar 18 by Liz Rees  (1,670 views)

We've outlined some key details and summarised yesterday's Spring Statement, to help you separate the wheat from the chaff.
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2017 Post Autumn Budget Round Up

Published on 23 Nov 17 by Liz Rees  (1,784 views)

We've outlined some key details and summarised yesterday's Budget, to help you separate the wheat from the chaff.
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2017 Post Spring Budget Round Up

Published on 09 Mar 17 by Liz Rees  (2,828 views)

We've outlined some key details and summarised yesterday's Spring Budget, to help you separate the wheat from the chaff.
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2016 Autumn Statement round up

Published on 24 Nov 16 by Liz Rees  (2,660 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Understanding inheritance tax

Published on 06 May 16 by Liz Rees  (4,174 views)

We have produced this blog article to highlight the forthcoming changes to the inheritance tax regime and explain how some careful planning can allow as much as possible of our wealth to be passed on to loved ones. It is always a good idea to review your portfolio and other assets regularly and ensure that you are invested in the most tax efficient way. 
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One year on: pension freedoms, an update on the pension landscape

Published on 26 Apr 16 by Fiona Liu  (2,117 views)

It's been a little over a year since pension freedoms came into force. Whilst there were speculations that there'd be "dash for cash" and blowing the cash on Lamborghinis, the data collected from the industry suggested otherwise. In this blog, we will look at how people are adapting to pension freedoms and provide an indication on further potential pension changes. 
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New allowance: new investment opportunities?

Published on 22 Apr 16 by Liz Rees  (2,468 views)

With a new tax year upon us, that means a brand new ISA allowance of £15,240 for the next 12 months. But how much do you think you will save and invest over the next year? How will it compare to the amount you managed to invest in the year just gone?
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2016 Post Budget Round Up

Published on 18 Mar 16 by Liz Rees  (4,033 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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2015 Autumn Statement Round Up

Published on 26 Nov 15 by Jason Chapman  (2,676 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Pre-Autumn Statement Poll

Published on 19 Nov 15 by Jason Chapman  (1,849 views)

With less than a week to go until George Osborne’s Autumn Statement, we'd love to know how confident you feel about your own personal finances?
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Capital Gains Tax - something to consider when taking a profit?

Published on 09 Nov 15 by Liz Rees  (4,295 views)

We all enjoy realizing a profit on our investments but the downside could be an unexpected tax bill from the tax man. This blog looks at how Capital Gains Tax is calculated and whether some careful planning might reduce the potential burden.
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SIPPs - saving for your retirement

Published on 25 Aug 15 by Fiona Liu  (2,286 views)

This article will explain the features of a SIPP and how it can help you save for your retirement. We will also discuss the factors you may want to consider when exploring the possibility of consolidating your pension plans into a SIPP. 
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Forthcoming changes on the taxation of dividends

Published on 21 Aug 15 by Liz Rees  (4,598 views)

In his July Budget the Chancellor, George Osborne, announced on overhaul of the way in which dividends paid to UK investors are subject to tax. This blog considers how it will people in different income tax bands and what action can be taken to minimize the liability to tax.
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Pension changes: have your say

Published on 15 Jul 15 by Jason Chapman  (2,520 views)

Let us know your thoughts with regards possible pension changes.
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2015 Post Summer Budget Round Up

Published on 09 Jul 15 by Jason Chapman  (3,743 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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2015 Post Budget Round Up

Published on 19 Mar 15 by Jason Chapman  (3,326 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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2015 Latest Budget News

Published on 18 Mar 15 by Jason Chapman  (2,793 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.
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2014 Autumn Statement Round Up

Published on 04 Dec 14 by Jason Chapman  (3,441 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Autumn Statement 2014

Published on 03 Dec 14 by Guest  (2,583 views)

View the latest news from the Autumn Statement and if you feel inclined, start a conversation or comment on the views of others.
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Scottish independence - the challenges

Published on 04 Jul 14 by Guest  (3,905 views)

Hear from Azad Zangana, European Economist at Schroders regarding the upcoming Scottish Referendum.
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NISA - The 'Nicer ISA' is on the way

Published on 17 Jun 14 by Jason Chapman  (5,530 views)

The government announced at Budget 2014 that from 1 July 2014, ISAs (Individual Savings Account) will be reformed into a new simpler product, the ‘New ISA’ (NISA) with equal limits for cash, and stocks and shares.
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2014 Budget Round Up

Published on 20 Mar 14 by Jason Chapman  (3,722 views)

We've outlined some key details and summarised yesterday's Annual Budget, to help you separate the wheat from the chaff.
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Latest Budget News

Published on 19 Mar 14 by Jason Chapman  (3,656 views)

View the latest news from the budget and if you feel inclined, start a conversation or comment on the views of others.
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Is good news on the way regarding CTF’s?

Published on 23 Dec 13 by Jason Chapman  (3,000 views)

Willis Owen have actively supported the removal of the restrictions surrounding Child Trust Funds and allowing parents to switch into JISA. We were hoping the Chancellor would bow to public pressure and make an announcement in the Autumn budget.. however perhaps he needed more time!
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Autumn Statement Round Up

Published on 06 Dec 13 by Jason Chapman  (2,710 views)

We've outlined some key details and summarised yesterday's Autumn Statement, to help you separate the wheat from the chaff.
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Breaking News: ISA Allowance to rise to £11,880

Published on 05 Dec 13 by Jason Chapman  (3,089 views)

In today's Autumn Statement the Chancellor has announced an increase in next tax year's ISA allowance to keep in line with the consumer price index.
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ISA Lifetime Cap - Have your say

Published on 25 Nov 13 by Jason Chapman  (2,150 views)

Reports suggest the Government is considering the introduction of a £100,000 lifetime cap on ISA holdings.  Would you support or oppose this cap?
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Calls for Cash ISA allowance to be doubled

Published on 20 Nov 13 by Jason Chapman  (3,760 views)

A proposal by the Building Societies Association (BSA) is calling for the Cash ISA allowance to be doubled to £11,520 to put it in line with Stocks and Shares ISAs.
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Is a lifetime cap on your ISAs on the way?

Published on 30 Oct 13 by Jason Chapman  (6,989 views)

It may be time to act now to defend your ISA allowance before the Government reviews another taxation policy.
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ISA limit ‘expected’ to rise to £11,880

Published on 23 Oct 13 by Jason Chapman  (3,479 views)

The formula, linked to last month's inflation, could mean a rise to £11,880 for the next tax year.
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Child Trust Fund to Junior ISA consultation update

Published on 02 Oct 13 by Jason Chapman  (4,315 views)

A big thanks to all of our customers who provided feedback to the Government Child Trust Fund consultation regarding the possibility of allowing the transfer of savings from a Child Trust Fund to a Junior ISA.
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