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Action points, issue 4600

22 May 2017
Issue: 4600 / Categories: For Action

Put your client admin into motion.

  • The Pensions Regulator’s website contains information for employers operating any kind of pension scheme. This may not be an area on which you offer in-depth advice but is worth keeping up to date with developments and making sure clients also check.

 

  • In Vrang v CRC the taxpayer’s failure to act on the bank’s letters is a lesson in what can go wrong as a result. Impress on clients – and staff – the importance of responding to official communications or asking if they are not sure what to do.

 

  • When advising on share exchanges bear in mind the possible impact of the anti-avoidance provision at FA 1986 s 77A even on a transaction which has only a commercial basis.

 

  • Ensure that your firm has appointed a data protection officer and has...

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