Tax Planning

Ashton-under-Lyne home valued at £650,000 before part was placed in a trust

Spending more time improving understanding of shifting framework

HMRC confirms those under minimum pension age will see IHT applied on their pots

Claim numbers hit 12,767 in second quarter

‘A progressive wealth tax is a critical step forward’

Research proposes simpler alternatives

‘Significant implications for treatment of non-matrimonial assets on divorce’

Upcoming changes already beginning to influence charitable will-writing and estates market

Changes have put life cover ‘firmly back into conversation’

See opportunity to provide ‘much-needed’ clarity