Taxbriefs Commentary Library

The complexities of tax clearly explained

Danby Bloch, 07 Sep 2012


Financial advisers can make a real difference to their clients’ lives and really add value if they can combine tax planning with investment and other financial planning skills. But that means keeping up to date with the very radical changes that successive governments keep throwing at us.

The last four years have seen massive changes in practically every area of tax – income tax, the taxation of pensions, business tax, IHT, CGT; the list goes on.  I keep encountering advisers who have not managed to keep up with even the most important and immediate changes that deeply affect their clients.

So here is a little test, to check your current level of knowledge – look up the answers in Tax Planning 2012/13.  Explain briefly and in language that a client would understand:

  • What is a pension input period and why it can be important.
  • How capital gains tax to a gain of £100,000 works to someone with an income of £20,000.
  • The national insurance contributions payable on the taxable benefit of having a company car.
  • The nil rate band that would apply on the death of a widow who was married twice and whose deceased husbands each left her the whole of their estates.

For those in the business of providing expert advice to clients or within an organization, Tax Planning 2012/13 – the adviser’s guide is a key book for advisers in tax, accountancy and financial services who wish to give high quality, clear and productive advice to their clients.

Tax Planning 2012/13 costs £72 to order your copy click here


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Danby Bloch

Editorial Director, Taxbriefs

Danby Bloch is the editorial director of Taxbriefs, chairman of city-based IFAs, Helm Godfrey and director of Nucleus, an independent wrap provider.

Over a period of more than 40 years, Danby has established himself as one of the industry's leading thinkers and  is a respected author, lecturer and trainer on tax and financial planning.




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