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Vulnerability

Personal Allowances

17 September 2025

Making pension contributions to reclaim the personal allowance
How effective tax relief of 60% or more can be obtained on pension contributions where clients are able to reclaim their personal allowance

15 July 2025

Investment bonds: calculating the tax on a chargeable event gain
The full six-step HMRC method to ensure that the correct tax liability (and top-slicing relief) is calculated. Here, we set out the process and include a suggested pro forma for 2024/25 and 2025/26

03 June 2025

The personal allowance
Availability and nature of the personal allowance and how it can become restricted