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29 January 2018
Put your client admin into motion.
- Impress on clients that text messages or emails from fraudsters purporting to offer tax rebates should be ignored. Make sure they know that HMRC would never contact taxpayers this way.
- Remember the relief available in F (No 2) A 2017 s 9 for taxpayers who have made gains on part surrenders of life insurance policies. If they incurred tax liabilities along the lines of the taxpayer in Tailor (and Lobler) a recalculation of the gains using s 9 may eliminate the liability.
- Discovery has become increasingly complicated and seems to have strayed from its original concept. Make sure...
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