Tax Insider Bundle Newsletter - Tax Insider

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Tax Newsletters Bundle

All 3 of our monthly newsletters cover topical issues and strategies to minimise your overall tax bill whether you're involved with property, business or a responsible taxpayer.

Each month our tax experts and authors share practical tips to help better manage your tax affairs and reduce your tax liability.

Take a free 14-day trial today and download the April Tax Insider, Business Tax Insider and Property Tax Insider newsletter. As part of your free trial you’ll also get instant access to 1798 tax saving articles from our online tax library.

Here is what our experts are sharing in this month's Tax Insider:

  • ‘Loophole’ in the entrepreneurs’ relief legislation exposed

    Entrepreneurs’ relief (ER) is a valuable and much sought after capital gains tax relief. However, the conditions for claiming the relief are often problematic.

    Mark McLaughlin looks at a case in which a potential ‘loophole’ in the entrepreneurs’ relief legislation was exposed. 

  • That time of year again!

    HMRC operates a severe penalty regime to ‘encourage’ compliance with self-assessment requirements. Failure to submit a return on time may attract a late filing penalty. 

    Sarah Laing looks at the interest and penalty charges that may be encountered for late filing and payment of tax as the 31 January self-assessment return deadline approaches.

  • VAT: Is ‘tax-free shopping’ taxing? 

    The VAT retail export scheme - also known as ‘Tax-free shopping’ - allows overseas visitors to claim a refund of VAT on goods they buy and export from the EU in their personal luggage. 

    Andrew Needham looks at what happens when a retailer sells to an overseas customer.

  • Why now is the time to claim R&D tax credits

    The UK government offers tax relief on research and development (R&D) projects to reward innovation by UK businesses. While data shows an accelerating upward trend in the number of claims, many potentially eligible firms fail to claim the tax credits they are entitled to.

    Iain Rankin investigates why some companies fail to claim R&D tax credits and suggests that there has never been a better time to submit an R&D claim.

  • Disposals of beneficial interests in settled property: What’s the CGT position?

    Capital gains tax (CGT) is levied on capital gains arising on disposals (e.g. sales, gifts) of chargeable assets. 

    Malcolm Finney considers if and when a capital gains tax charge arises on certain disposals relating to trust property.

  • CGT-efficient gifting for succession

    In the first three articles in this series, the possibilities of investing in sterling, wasting chattels, chattels costing and being sold for £6,000 and under, enterprise investment scheme and seed enterprise investment scheme investments, and ISAs were discussed. 

    Meg Saksida looks at capital gains tax gift relief and some circumstances in which the relief may be available.

  • How to make inheritance tax less of a burden

    Inheritance tax (IHT) is payable at 40% on the taxable value of an individual’s estate on death, after all deductions, exemptions, etc. are taken into account. 

    Tony Granger examines different ways to reduce the incidence of inheritance tax payable on an individual’s estate. 

Here is what our experts are sharing with you in this month's Business Tax Insider:

  • Should you pay dividends before 6 April 2020?

    As we enter the final months of the 2019/20 tax year, family companies should renew their profit extraction policy and consider whether they can and should pay further dividends before the end of the tax year.

    Sarah Bradford outlines the factors that you should take into consideration when deciding whether it is tax-efficient to pay dividends before 6 April 2020.

  • Retiring – Tax-efficiently! 

    The potential to work in and eventually take over a family business is a very attractive proposition to young entrepreneurs. An existing family-owned company is often able to benefit from the skills offered by a new generation and their ability to potentially support diversification into profitable new areas. 

    Iain Rankin discusses how the principal shareholders of a family-owned company might plan for a comfortable retirement by utilising their entitlement to entrepreneurs’ relief.

  • Don’t forget goodwill! 

    The valuation of assets can be important for tax purposes. For example, a valuation may determine the amount of inheritance tax (IHT) payable on a lifetime transfer (e.g. the transfer of an investment property to a discretionary trust) or on an individual’s death estate.

    Mark McLaughlin highlights two circumstances in which business owners may be thankful of goodwill in the business.

  • Plan your remuneration strategy!

    This article covers the key election manifesto tax pledges by the Conservative Party and how they might affect the typical owner of a family business. This article was written soon after the general election itself, so it is entirely possible that government policy will be further modified over the coming months. 

    Mark McLaughlin looks at planning using the capital gains tax annual exemption.

Here is what our experts are sharing with you in this month's Property Tax Insider:

  • Are your property expense claims above board?

    When the UK introduced self-assessment for tax purposes in 1996, the Inland Revenue (as they then were) – all credit to them – made an effort to simplify our byzantine system, and one of the beneficiaries of this was the property owner who lets out a rental property as an investment. 

    Alan Pink considers some of the commonest errors (in both directions) in landlords’ expense claims."

  • A welcome break: SDLT and first-time buyers

    Stamp duty land tax (SDLT) is payable on the purchase of land or property in England or Northern Ireland where the consideration is more than the relevant threshold.

    Sarah Bradford highlights the potential stamp duty land tax savings for those who are buying their first home.

  • Is it better to build a property portfolio in a limited company?

    The introduction of ‘Section 24’ - the restriction of interest and finance costs as a tax-deductible expense - has seen a huge change in the way that many landlords operate their rental activities. 

    Iain Rankin looks at why more and more landlords are operating via a limited company.

  • CGT annual exemption: Little by little?

    The capital gains tax (CGT) annual exemption is a welcome and useful tax break for many taxpayers.

    Mark McLaughlin looks at planning using the capital gains tax annual exemption.

Benefits of the subscription
  • The latest tax saving strategies shared monthly wherever you want
  • Written by leading practising UK tax advisors
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Who is it for?
  • UK taxpayers
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  • Landlords
  • Anyone with an interest in responsible tax saving
What topics do you cover?
  • Capital Gains & Inheritance Tax
  • Business taxes
  • Personal taxes and NIC Issues
  • Property taxation
  • HMRC powers and enquiries
  • Remuneration
  • VAT
  • Assets
  • And more
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