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Resources

Spring Statement 2019

The Chancellor in his Spring Statement on 13 March 2019 announced a number of tax matters.

Papers published that day refer to:

To be published by 30 March 2019 is:

To be published ‘in the coming months’ are:

The government is also to publish responses to the following:

​He will also publish summaries of responses to the following documents, launched at recent fiscal events:

Specific advice should be obtained before taking action, or refraining from taking action, in relation to the above. If you would like advice or further information, please speak to your usual Shipleys contact.

Current Issues

Offshore Reporting Funds

An overview of the tax treatment of offshore investment funds and the effect on UK investors when the fund applies for ‘offshore reporting fund’ status.

Financial Services Update – June 2022

In this issue we cover the latest compliance and policy developments for the sector, plus the implications of fresh FCA guidance.

Making your inheritance tax allowances count

More and more estates are now subject to paying inheritance tax (IHT), but much can be done to mitigate liability by using the available allowances.