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Action points

20 August 2013
Issue: 4416 / Categories: For Action , Admin

Office activities for the next seven days...

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  • Do you have clients affected by the changes in the pension lifetime allowance? If so consider whether they should apply for fixed protection 2014. Although the deadline is some months away it is worth making an early start
     
  • The appeal in Executor of the estate of T R (deceased) TC2804 concerned an alleged late paper trust tax return. Although the taxpayer was successful in this instance if you have paper trust returns to submit for 2012/13 make sure that they are well on the way to completion so they meet the 31 October deadline
     
  • Tax planning mitigation avoidance and evasion are very much in the news...

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