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Utilise unused 2015/16 pension relief by 5 April 2019

09 March 2019

Pension contributions are a tax efficient way to save for retirement. Income tax relief is given at the individual’s marginal tax rate on the gross contributions made, but tax relief may be lost if contributions are not made at the right time.

Inheritance tax
Gary Heynes

Inheritance tax (IHT) can significantly reduce the value of assets passed to the next generation. Find out how we can help you design an IHT solution that meets your family’s goals now, it’s never too early.

Supporting children or grandchildren
Gary Heynes

Education and helping your children with a head start in life can be expensive. Discover how we can help identify the right options to help reduce these costs.

End of tax year review

16 February 2019

The run up to the end of the tax year is a key time to health check your personal tax position.

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Inheritance tax in the spotlight

19 January 2019

Earlier this year, the Chancellor of the Exchequer wrote to the Office of Tax Simplification and asked it to undertake a review of inheritance tax (IHT), involving advisers and the general public; from its administration through to estate planning and the use of IHT reliefs and allowances.

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RSM's Gary Heynes named in list of 2019 eprivateclient 50 Most Influential
Kevin O'Connor

13 December 2018

RSM’s head of private client Gary Heynes has been named as one of the 2019 eprivateclient 50 Most Influential.

RSM welcomes OTS review on inheritance tax simplification
Gary Heynes

23 November 2018

Gary Heynes, RSM's head of private client, comments on the first part of the Office of Tax Simplification's review into inheritance tax & welcomes the highlighting of the red tape involved in the administration of the IHT system.

Private client overview

29 October 2018

Whilst there were rumours of tax rises for individual taxpayers, none of the expected increases took place. Pension tax relief remained, inheritance tax was unchanged and the main rate of capital gains tax didn’t increase. Instead, the personal allowance surprisingly increased to the promised £12,500 and the basic rate band was widened, both a year earlier. Some changes have been made to Entrepreneurs’ Relief, but the lifetime allowance and the ten per cent tax rate remains.

Inheritance tax simplification could mean action now

15 June 2018

Inheritance tax (IHT), in its current form, has been largely unchanged since it was introduced in 1986. The tax take from IHT is on the rise, largely as a result of property prices, but the freezing of reliefs and allowances has also had an impact, resulting in a doubling of the tax take over the past seven years to reach close to £5bn per annum.

Offshore assets – HMRC’s knowledge is now power

15 June 2018

HMRC announced its offshore evasion strategy, the aptly named ‘no safe havens’, back in 2013 and since then it has been making this policy a reality. We are now ready to see its full force taking effect.

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