March 2011 Budget

Following the March 2011 Budget, we have summarised and analysed the potential financial planning impacts on you, your business and your clients, as well as highlighting any actions you might now need to take.

Detailed view and full summaries

Read our detailed analysis of the key planning areas identified that could impact you and your clients.

New drawdown rules: FAQs
Changes to drawdown and annuitisation rules will go ahead as planned. We've compiled your favourite helpline questions, together with our answers, in a single document that you won't want to miss.
How to keep your personal allowance
Help your clients retain their personal allowance and reduce their tax and national insurance bills in 2011/2012 and beyond. Effective tax relief can be as high as 66%.
Salary exchange (sacrifice)
The 1% increase in national insurance rates for both employers and employees means that salary exchange should be even more appealing from 2011/2012.
Another giant leap for business owners
The lifetime limit for entrepreneurs' relief has been doubled to £10 million. Read on to find out which business owners can benefit from this valuable relief.
The mutual benefits of charitable giving
An overview of the measures aimed at encouraging charitable giving and looking at what's in it for your clients.
Corporation tax – benefitting from the reductions
Corporation tax rates are reducing faster than expected. We explain why dividends now look more attractive than ever, and offer a reminder of how investment bonds provide a tax deferral opportunity.
Employee Benefit Trusts (EBTs) and Employer Financed Retirement Benefit Schemes (EFRBS) – what next?
Do you have clients with an EBT or EFRBS? We look at the Government's latest announcement on the anti-avoidance legislation and future planning options.
Residence and domicile - forthcoming changes
Non-UK domiciles will be interested in our example of how to benefit from tax deferral without incurring a remittance basis charge, which will be up to £50,000 a year.
Tax simplification - what does it mean to you and your clients?
Long term tax simplification is an important but ambitious aspiration. Read why the short term changes announced in the Budget are unlikely to have a significant impact on you or your clients.

Initial summaries

Read our initial analysis of the key issues and facts that impact you and your clients:

Detailed view and full summaries

Initial summaries

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