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Tax Planning

Tax Planning

Half advisers' clients vulnerable to 40% IHT hit

Hundreds of advisers' clients have failed to make any plans to combat their IHT liability, leaving them vulnerable to a 40% tax hit, research suggests.

clock 29 July 2009 •

Tax Planning

AWD Chase de Vere launches free tax planning guide

AWD Chase de Vere has made available a tax planning guide to help consumers manage their tax affairs effectively during the economic downturn.

clock 21 July 2009 •

Insurance

Lessons from the crisis

Helen Morrissey asks a panel of experts to consider the impact of the present economic turbulence on the plans of those who are just about to approach retirement

clock 01 June 2009 •

Tax Planning

Retirement - time to review

Julie Darlington, director of regulation at 2plan Wealth Management, says the key to successful retirement planning is using not one but a combination of the products available

clock 05 May 2009 •

Estate planning

IHT opportunities

Andy Kirby looks at the opportunities current markets present when it comes to inheritance tax planning

clock 01 May 2009 •

Your profession

Adviser guide on REITS tax treatment launched

KPMG and Reita have published a new, free guide covering the tax treatment of Real Estate Investment Trusts (REITs).

clock 17 April 2009 •

Estate planning

Easing IHT burdens with regular gifts

Karen Barretto goes through the benefits to be gained by gifting out of normal income

clock 01 April 2009 •

Tax Planning

Investors should transfer ISAs into SIPPs

Higher rate taxpayers should consider making up any shortfall in their pension fund by transferring cash held in ISAs into a SIPP, according to Killik & Co.

clock 03 February 2009 •

Tax Planning

Higher tax payers should transfer ISAs to SIPPs

Higher rate taxpayers should consider making up any shortfall in their pension fund by transferring cash held in ISAs into a SIPP, according to Killik & Co.

clock 03 February 2009 •

Estate planning

Keeping up with the changes

As inheritance tax legislation evolves there has never been such a need for good quality advice says Phil Carroll

clock 01 January 2009 •
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