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Tax Planning

Tax Planning

Standard Life applauds IHT rule change

STANDARD Life has applauded the publication of new IHT regulations which are set to simplify the compliance and reporting involved for many lifetime gifts.

clock 11 March 2008 •

Estate planning

Spelling out the options

In the first of his two part series on inheritance tax Richard Warner goes through the ABC of IHT planning

clock 01 March 2008 •

Tax Planning

Standard Life launches IHT guide for advisers

STANDARD Life is raising awareness of the annual exemption for inheritance tax (IHT) as the end of the tax year draws close.

clock 21 February 2008 •

Tax Planning

Cofunds strikes CGT deal with Præmium

INVESTMENT platform Cofunds has struck a deal with Præmium that will see the portfolio administration service provider deliver CGT analysis and management tools to Cofunds' users.

clock 26 November 2007 •

Estate planning

Rank and file: filling out the forms correctly

Non compliance with inheritance tax rules can result in hefty fines for the client. Geoffrey Shindler discusses the key documentation that needs to be completed

clock 01 November 2007 •

Tax Planning

PBR: Flat CGT rate 'could spell trouble for smaller firms'

THE Chancellor's plans to introduce a base rate of capital gains tax of 18pc and withdraw business asset taper relief in the pre-Budget report could have dire consequences for small and medium sized business, according to Gary Robins, chief executive...

clock 10 October 2007 •

Tax Planning

IHT jumps splits industry

THE raising of the inheritance tax threshold, as outlined in Alistair Darling's Pre-Budget Report, has been met with mixed responses from financial commentators.

clock 10 October 2007 •

Estate planning

Where there's a will ..

With the price of average London property now exceeding the current nil-rate band, the need for inheritance tax (IHT) planning has never been greater. Gerry Warner considers some effective ways of mitigating the potential tax charge

clock 01 October 2007 •

Tax Planning

Clerical Medical unveils DGIP

CLERICAL Medical has launched a Discounted Gift and Income Plan (DGIP) that assists clients in reducing their inheritance tax (IHT) liability. It allows the client to nominate the trust beneficiaries, while retaining rights to an income from it. The plan...

clock 13 September 2007 •

Estate planning

Mitigating circumstances

There are many options open to those looking to reduce their inheritance tax liability. Geoffrey Shindler goes through the options

clock 01 September 2007 •
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