• Private Client Focus - Investment

Private Client Focus - Investment

04 February 2020

Welcome to ‘Private Client Focus’, our newsletter keeping you up-to-date with the latest news and updates that may affect you as a private individual. In this edition we focus on Investments.

Whether you’re planning for your future or wanting to help a family member with a loan, it’s important to understand the tax implications of how and where you invest your money.

We have explored four key topics where we have been having more and more conversations around, to give you an insight of what you need to know.

How Cyptocurrencies are taxed for individuals

Utility tokens, security tokens, exchange tokens… the world of cryptoassets can be cumbersome and confusing. Add HMRC and tax rules to the mix and the prospect of a future with Cyptocurrency being the norm can be daunting. Learn more about how HMRC’s view on taxing individuals within this growing trade trend.

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Making a family loan? Watch out for the tax issues

We would all like to be able to help out friends and family as and when we can. For our loved ones, it’s a cheaper and quicker alternative to borrowing from the bank – but it shouldn’t be at your expense. Understand the potential tax consequences of making a private loan and how you can do limit your risk.

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Defined contribution pensions – retirement and inheritance planning

Changes to the pensions schemes rules in recent years has added another dimension to personal estate planning for many people. What are these options and what their potential tax purposes? Read more to find out. 

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Year-end planning opportunities – before it’s too late!

The days are long, but the years are short and before we know it, it will be the end of the tax year. The good news is that there’s still time to make the most of tax reliefs and here we share with you some opportunities you may want to consider. 

In case you missed it – check out our recent insights and news

  • Potential reforms to inheritance tax – following the all-party parliamentary group review of inheritance and intergenerational fairness, we published our thoughts on the issues.
  • Capital Gains Tax is still a hot topic. Tax Dispute Resolution partner Richard Morley spoke on the issue for a recent article in The FT.

Read more


Previous editions

Private focus on - Property