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Established Investors


22 March 2024
Transitional Tax-Free amount Certificate
Application, purpose and use of the Transitional Tax-Free Cash Certificate

13 March 2024
Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

01 March 2024
Benefit Crystallisation Events - an overview
The remaining and new benefit crystallisation events

29 February 2024
What is the Lump Sum and Death Benefit Allowance (LSDBA)?
The Lump Sum and Death Benefit Allowance and how it restricts benefits

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

15 February 2024
What is the Lump Sum Allowance (LSA)?
The Lump Sum Allowance and how it restricts benefits

12 February 2024
Valuing pre-2024 lump sums for LSA purposes
Using the standard valuation basis for pre-2024 lump sums for LSA calculations

06 February 2024
Quarterly Stamp Duty Land Tax statistics - Q4 2024
Quarterly statistics on residential and non-residential SDLT transactions valued at £40,000 or above

13 December 2023
Child Trust Fund - what you need to know
The key facts on Child Trust Funds

24 November 2023
Government confirm amendments to the tax rules applying to Real Estate Investment Trusts (REITs)
Legislation to implement changes to the REIT regime, published in draft in July, which it was confirmed in the Autumn Statement will be included in Autumn Finance Bill

03 November 2023
Quarterly Stamp Duty Land Tax statistics - Q3 2023
Quarterly statistics on residential and non-residential SDLT transactions valued at £40,000 or above

31 October 2023
UK life policies - chargeable events
Chargeable events for life policies

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