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Action points

19 November 2013
Issue: 4429 / Categories: For Action , Admin

Key activities for you and your colleagues

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  • Do you have any clients who have received employment settlements from the Redundancy Payments Office? If so check that the correct tax has been deducted. If it has been overpaid approach HMRC for a repayment.
  • Another decision (Downward) about the tax consequences of surrendering life policies has been found in favour of HMRC. Ensure clients with similar investments understand the difference between surrendering individual policies and making a partial withdrawal from all to prevent an avoidable tax bill.  
  • Does your practice have procedures in place to ensure the requirements for entrepreneurs’ relief are not missed? Regular client reviews are worth...

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