Colin Jelley
Colin Jelley
Head of Tax and Financial PlanningSkandia
Biography
Colin lectures both in the UK and internationally on financial services, and tax and financial planning and is a frequent commentator in both the trade and national press.
As Chairman of the Product Taxation Panel of the Association of British Insurers he has led teams negotiating with HM Revenue & Customs on personal tax matters affecting the life assurance industry. He is also a member of the Insurance Institute of London Research Study Group, the Tax Committee of the Association of International Life Offices and the Society of Trust and Estate Practitioners.
Colin lectures both in the UK and internationally on financial services, and tax and financial planning and is a frequent commentator in both the trade and national press.
As Chairman of the Product Taxation Panel of the Association of British Insurers he has led teams negotiating with HM Revenue & Customs on personal tax matters affecting the life assurance industry. He is also a member of the Insurance Institute of London Research Study Group, the Tax Committee of the Association of International Life Offices and the Society of Trust and Estate Practitioners.
Featuring Colin Jelley:
February 2010
Planning opportunities…while stocks last?
With a General Election looming and the possibility of multiple Budgets in 2010, making a grab for financial planning opportunities that exist now may be a prudent approach.
December 2009
Pre-Budget Report 2009
Colin Jelley summarises the key financial planning issues for financial advisers
November 2009
Maximising relief
Colin Jelley looks at the recent tax changes affecting high earners, and considers the implications for tax-efficient retirement and investment planning.
July 2009
Assessing the impact
Following the 2009 Budget proposals and subsequent Finance Bill, Colin Jelley identifies the areas where time would be well spent with clients.
6 June 2008
The provision of advice post Budget 2008
Colin Jelley looks at the issues arising from the 2008 Budget, including the change to a flat rate of capital gains tax at 18% and its impact on financial advice....read more
September 2009
Taxing considerations
Colin Jelley explains why it is crucial to consider the impact upon the client’s tax position when encashing all or part of an existing bond.
June 2009
Seeing the whole picture
Colin Jelley explains why the changes announced in the 2009 Budget will further drive demand for new model planning.
April 2009
Filling the void
Colin Jelley explains how flexible use of tax wrappers can help clients affected by the freezing of the pensions Lifetime Allowance to maximise their retirement funding.
January 2009
Wills in motion
Colin Jelley outlines the major will planning considerations, with reference to recent regulation change.
March 2009
Making informed choices
Colin Jelley explains why full wrapper choice and quality advice is essential in ensuring successful client-centric solutions.
February 2009
Making qualified comparisons
Colin Jelley explains the taxation considerations required to enable fair comparisons of protection products for inheritance tax planning.
26 May 2007
Making multiple gifts post Finance Act 2006 – order of events planning
Colin Jelley explains the importance of considering the order of events in a holistic planning world using trusts – and how combining multiple planning strategies appropriately could lessen your cli...read more
November 2008
Timing is everything!
Timing stock markets, even for professionals, is often impossible. Timing when tax is payable, however, is not only predictable but something that can be used to
October 2008
All wrapped up
Colin Jelley highlights the importance of combining wrappers for a holistic retirement income solution.
September 2008
Gaining efficiency
Colin Jelley highlights the importance of quality taxation advice for clients looking to rebalance their portfolios in volatile markets.
5 October 2007
Tax and Estate Planning Session 1 - The tax and estate planning market
Looking at the Government’s position and approach to general taxation, driven by its commitments to spending and borrowing, and how to open this debate with clients and professional connections....read more
5 October 2007
Tax and Estate Planning Session 6 - UK planning opportunities
Looking at managing exposure to income tax and Capital Gains Tax by planning for gains and losses by combining different tax wrappers....read more
August 2008
Lifting liabilities
Colin Jelley explains the tax efficiencies of utilising the part disposal calculation of gains on collective investments.
July 2008
A future proof relationship
Colin Jelley takes a look at the effect that provisional legislation in the 2008 Finance Bill could have on life assurance policies owned by UK companies.
June 2008
Trusting your trustees
Colin Jelley explains how professional trustees can lessen the burden on you and your clients.
May 2008
Peeling back the layers
Colin Jelley looks beneath the surface at the taxation of investment bonds and collective investments.
6 June 2008
Financial planning using onshore bonds
Colin Jelley looks at the impact of the 2008 Budget on life fund taxation and investor taxation when looking at growth and income strategies....read more
April 2008
Pathways to opportunity
Colin Jelley outlines the key 2008 Budget changes and explains why they will create many excellent opportunities for financial advisers.
March 2008
Lightening the load
Colin Jelley outlines the draft regulations from HM Revenue & Customs (HMRC) for inheritance tax (IHT) reporting.
February 2008
Home and dry?
Colin Jelley assesses the proposed amendments to the residence and domicile tax rules.
January 2008
simplification of the CGT regime
Continuing last month’s look at the pre Budget report proposals, Colin Jelley assesses the impact and opportunities of the proposed changes to capital gains tax (CGT).
December 2007
Underlining the need for quality IHT advice
Colin Jelley assesses the proposed changes to inheritance tax (IHT) in the 2007 pre Budget report and their impact on the advice process.
November 2007
Transitional serial interests
The Finance Act 2006 introduced a transitional period to ensure trustees and their advisers had an opportunity to review and, where appropriate, amend existing trusts.
October 2007
The knowledge - the transitional period
Colin Jelley explains some of the aspects you need to consider when managing pre 22 March 2006 trusts.
September 2007
The Knowledge- lessening the burden
Colin Jelley assesses the recent proposals from HM Revenue & Customs (HMRC) to simplify inheritance tax (IHT) reporting.
June 2007
The knowledge - what exactly is Phizackerley?
The recent Phizackerley case means clients will need to take care when making funds available to a beneficiary by way of a loan from a trust. Colin Jelley gives details.
May 2007
Build in gift protection
Colin Jelley outlines the 'normal expenditure out of income' exemption and the associated financial planning opportunities.
April 2007
The knowledge - Budget 2007
Colin Jelley begins our Budget 2007 round-up with details of the changes to taxation that could impact upon your clients – including some welcome news on bare trusts.
March 2007
Roll with it
Colin Jelley explains how the valuation basis for ten-yearly periodic charge applies to the tax treatment of life assurance policies issued under trust post 22 March 2006.
February 2007
Grin and bare it - another BN25 surprise
Just as the financial services industry is getting to grips with the changes made to the inheritance tax (IHT)treatment of trusts on 22 March 2006, HM Revenue & Customs (HMRC) introduce another twist._RED.jpg)
November 2006
A multiple trust solution
Colin Jelley sets out the Rysaffe principle and demonstrates how multiple trusts can be used to achieve effective trust planning.
September 2006
Making gifts - post Finance Act 2006
Colin Jelley establishes the basis for post March 2006 inheritance tax (IHT) planning using gifts to trusts and explains why the order in which they are made will have an important effect on future li
© 2005 Skandia
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