30 articles tagged with Tax Planning.
Offshore bonds offer tax-deferred growth and top-slicing relief. Here is how the insurance wrapper works and who benefits most.
Three months into the 2026/27 tax year, a mid-year review of ISA, pension and allowance usage helps avoid a scramble next March. What to check in July 2026.
How EIS capital gains deferral relief works in 2026/27: rolling a taxable gain into an EIS investment, the 3-year holding period, exit rules and interaction with 30% EIS income tax relief.
How CGT holdover relief (gift relief) works in 2026/27: qualifying assets, the joint election, form HS295, and how it interacts with Inheritance Tax on gifts within the 7-year rule.
How rollover relief defers Capital Gains Tax when you reinvest proceeds from selling a qualifying business asset in 2026/27: qualifying assets, the reinvestment window, partial reinvestment, and an example.
How EIS carry-back income tax relief lets you treat an investment as if made in the prior tax year, worked examples splitting a single investment, and the £1m/£2m annual limits for 2026/27.
How alphabet shares work for UK company directors in 2026: directing dividends to lower-rate spouses, anti-avoidance risks, the Arctic Systems case and safer alternatives.
How vesting schedules work for UK employee share options in 2026: EMI, CSOP, unapproved options, RSUs and growth shares -- when tax arises and how to plan exercise timing.
The bed and breakfasting CGT rule blocks same-asset repurchases within 30 days. Learn how the share matching rules work and how to use your 2026/27 allowance legally.
How divorce settlements are taxed in 2026/27: CGT no-gain/no-loss window, pension sharing, the family home, SDLT and IHT. A UK guide to keeping more of what you split.
Payments on account too high for 2026/27? Learn how to legally reduce or claim back your Self Assessment payments on account without risking HMRC interest.
How redundancy pay over GBP 30,000 is taxed in the UK for 2026/27: the tax-free band, what counts as taxable, NI, PILON rules and how to cut your bill.
