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IHT charges upped to 3%
Charges on inheritance tax (IHT) payments made after the six month deadline are increasing, the Treasury has announced.
View ArticleKeep it in the family
Andy Kirby goes through the benefits of family partnership arrangements as part of estate planning.
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Understanding excluded property trusts
Rachael Griffin goes through the benefits of using excluded property trusts
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KRS expands into estate planning
Equity release provider Key Retirement Solutions has announced plans to expand into the estate planning sector.
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Useful solutions
Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning
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The broader picture
Julie Hutchison takes a look at how the recent Budget has affected estate planning
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IHT: Relieving the burden
Julie Hutchison assesses a recent case study and discusses the options for mitigating IHT
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Key points reminder
Billy Mackay discusses a recent tribunal case affecting inheritance tax and pensions
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Partnership launches new long term care funding option
Partnership has launched an annuity product enabling people to fund long term care without having to sell their home.
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Don't take an IHT hit when retiring abroad
John Lawson discusses the inheritance tax implications of retiring abroad. John Lawson discusses the inheritance tax implications of retiring abroad.
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Hargreave Hale hosts IHT seminar for IFAs
Hargreave Hale is to hold a seminar on inheritance tax planning and investments for IFAs in the Lancaster region.
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Missed opportunities
Neil MacGillivray outlines the value of by-pass trusts and explains why poor drafting of new legislation has resulted in lost opportunities
View ArticleProtecting your assets
Carla Brown looks at why discretionary trusts are still popular for safeguarding assets
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Put your trust in your property
The use of life interest trusts can do much to protect a retiree’s property should they need to go into care. Carla Brown takes a closer look
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Don’t let your clients miss out on IHT benefits
Andrew Gadd looks at how the transferable nil rate band can be used in estate planning.
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Banks agree to improve will writing services
Barclays, HSBC, Lloyds Banking Group and RBS have agreed to review and improve their will writing services following OFT action.
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Webb warns even IFAs can't understand state pension
State pension forecasts sent out to people approaching retirement are so complicated even financial advisers do not understand them, pensions minister Steve Webb says.
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Avoiding the tax mousetrap
Jeremy Pearson highlights the important role gift and loan trusts can play in an inheritance tax strategy
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How to lasso a tax efficient plan
Paul Thompson, tax & estate planning consultant at Canada Life, looks at alternative strategies for mitigating IHT liability.
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