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HMRC Update: Excluded Indexed Securities

Following discussions with the investment and wealth management industry, taxpayers and their agents, HMRC have acknowledged, in Agent Update 112, the difficulties for individuals to assess and report details of Excluded Indexed Securities on the Self Assessment tax return.  Taxpayers have been advised to “take reasonable care to make arrangements to have this information available […]

Tax Talk: Excluded Indexed Securities & Tax Reporting for 2022-23

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance.   Alex’s Tax Talks are on general topics and […]

Excluded Indexed Securities Now Included in Self Assessment Tax Returns

On 22 March HMRC published Agent Update 106, for agents such as accountants who act on behalf of taxpayers. Agent Update 106 states that SA108 – the individual Self Assessment return form for capital gains – will be amended to include gains arising on the disposal of excluded indexed securities.  This update was announced under […]

Spring Budget 2023: Pension Changes & Pre-Retirement Benefits

Our team has been hard at work analysing the 2023 Spring Budget. Here we provide a summary of the tax changes which may affect our clients and explore what the budget will mean for the 2023-24 tax year and beyond.  2023 Spring Budget at a glance The personal allowance and starting rate for savings will […]

Tax Talk: Tax Implications of Hybrid and Distance Working

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance.   Alex’s Tax Talks are on general topics and […]

Tax Talk: A Look Back at 2022

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance.   Alex’s Tax Talks are on general topics and […]

Tax Talk: FSL’s User Group, CGT & the OTS

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance.   Alex’s Tax Talks are on general topics and […]

Autumn Budget 2022: What You Need to Know

There were a number of personal tax changes announced in the Autumn Budget today.  These could potentially have a significant effect on our clients and the Business Analysis team is on hand to discuss any issues or queries that arise as a result of today’s announcements. Below is a summary of the headline announcements affecting […]

Tax Talk: Cost of Living Crisis Tax Relief

Tax Talk is a regular series written by FSL’s tax expert, Alex Ranahan. Alex has nearly ten years’ experience as a tax adviser and analyst. He is accredited by The Association of Taxation Technicians and was recently elected co-chair of the Tax Committee for The Investing and Saving Alliance.   Alex’s Tax Talks are on general topics and […]

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