FINANCIAL MATTERS - FEBRUARY 18

FINANCIAL MATTERS - FEBRUARY 18

This month’s Technical Bulletin explores the string of changes to ISA rules that are designed to reduce the taxable charge and simplify the transfer of funds for those administering a person’s estate. The changes to regulations apply to ISAs held by an individual who dies on or after 6 April 2018. Meanwhile the Government is taking a very close look at rent-a-room relief tax which could result in those renting out rooms on a short-let basis could soon lose the valuable £7,500 a year tax break.

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