Pensions and Savings Tax

BUY-OUTS, BUY-INS, LONGEVITY SWAPS & TAX CONSIDERATIONS

What is an ACS? Why are Insurers interested in ACS? Why are asset managers and pension funds interested in ACS?

What impact could Brexit have on the returns that UK pension schemes can expect to receive from their investments? Download a copy of our recent BREXIT presentation slides

See the PwC response to HMRC's consultation which describes the government’s proposals for the intended scope of new rules to charge non-residents to tax on gains realised from disposal of interests in UK property.

With the forthcoming implementation of Brexit and other changes to the tax environment we have witnessed in 2017, the need for trustees and sponsoring employers to properly consider the mitigation of tax leakage is now perhaps more pressing than ever before.

HMRC has released Revenue & Customs Brief 3 (2017) which announces a major change to HMRC’s policy in relation to supplies of pension fund management.

The OECD have put forward an initiative which seeks to limit scope for perceived abuses of global tax practices. This initiative has added a further need for pension funds, as investors, to properly consider the mitigation of tax leakage in underlying investments

New rules have introduced the requirement for certain large entities to publish their UK tax strategy. This article highlights the need for pension funds and trustees to be aware aware of the potential impact such new rules may have on their tax governance and their potential tax strategy obligations.

With the forthcoming implementation of Brexit and other changes to the tax environment we have witnessed in 2016, the need for trustees and sponsoring employers to properly consider the mitigation of tax leakage is now perhaps more pressing than ever before.

Asset and Wealth Management businesses are constantly facing change in the tax environment on a global scale. Whatever the problem, we have the experts to help.