Tax Planning

THE majority of IFAs do not believe their clients fully comprehend the implications of IHT, according to research complied by Close Investments.

In the second part of the series Richard Warner concludes his run down of inheritance tax planning

Despite change in the inheritance tax planning arena there remain some highly effective solutions. Robert Meyer goes through the options

Alliance Trust is urging advisers to take advantage of 'use them or lose them' opportunities for tax savings to enhance their clients' pension arrangements before the tax-year-end deadline passes.

TODAY'S Budget announcement merely confirmed many of the proposals outlined in October's Pre Budget Report and so did little to offset the disappointment of the industry on several levels, analysts say.

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

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

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

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.

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