Tax & Technical
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account
SSAS and tax adviser WBR Group acquires actuarial consultancy firm
Censeo will be rebranded as WBR Actuarial Limited on 1 April 2025
Tax & Regulation | 7 Feb 25
Non-dom regime: ‘no big change of direction’ on the horizon
It’s ‘disappointing that there’s no further clarity on additional relaxations’
Tax & Regulation | 6 Feb 25
Don’t miss the IHT ‘Taper Trap’ from the 2024 Budget
At the heart of this issue lies the Residence Nil Rate Band
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers