Wealth is set to be transferred across the generations in a big way. Tony Wickenden discusses the crucial role advisers can play here.
Tony Wickenden talks through the first part of the Office of Tax Simplification's review of inheritance tax, and how the system could be improved.
Tony Wickenden talks through some of the small yet important tax changes outlined in the recent Budget that planners need to be aware of.
Tony Wickenden sets out the main ways to invest tax efficiently outside of pensions.

Tony’s consultancy work encompasses the design and implementation of technical tax, legal and marketing solutions and strategies for product providers and advisers in the insurance, investment and pensions markets.

The Chancellor’s Budget party piece marginally pre-empted Halloween this year. So did we get a Thriller or a Monster Mash (-up) of a Budget? 

Well, given that some commentators believe we are on an economic Highway to Hell, there was at least a little trepidation in the air. Did Spreadsheet Phil deliver a trick, a treat, or a bit of both? 

Before considering that, it’s worth noting that a Budget in October is unusual. However, there are two main reasons why this was the case this time around.

HM Revenue & Customs (HMRC) does not always inspire feelings of positivity and reassurance among the financial planning community. 

Yet its latest guidance notes on the new Disclosure of Tax Avoidance Scheme (Dotas) reporting requirements may change all that. Technical Connection joint managing director Tony Wickenden explains. 

HM Revenue & Customs (HMRC) has introduced a new trust registration service as part of its work to comply with anti-money laundering rules. 

Here, Technical Connection joint managing director Tony Wickenden talks through the implications for financial services related trusts.

He explains the kinds of trusts and some different scenarios which are captured by the registration requirement, and those which aren't.

HM Revenue & Customs (HMRC) recently published guidance on which types of inheritance tax planning need to be reported under new avoidance scheme disclosure rules. 

The criteria for what needs to be reported under the Disclosure of Tax Avoidance Scheme (Dotas) rules changed in April. 

In this video, Technical Connection joint managing director Tony Wickenden explains the intricacies of the new Dotas reporting conditions, or 'hallmarks', as they relate to the main inheritance tax (IHT) planning strategies. 

A think-tank has put forward a number of policy recommendations spanning social care, council tax reform, a shake-up to pension contributions and default annuities to name but a few.

The final report of the Intergenerational Commission, an initiative from the Resolution Foundation, has 10 key policy recommendations, some of which it would take a very brave or foolish politician to endorse.