Tax Planning

ZURICH has rolled out a tool to aid IFAs in advising clients on IHT mitigation.

Luanne Ahearne talks about the practical considerations of choosing trusts

Each month, we ask our industry to answer one big question!

NEW guidance from HMRC on discounted gift trusts (DGTs) will provide welcome clarity for advisers working in this area and a boost to the market, according to Skandia.

INVESTORS could miss out on a tax allowance of £215,000 if their IFAs do not act quickly, Skandia has warned.

Friend or foe? Despite the Chancellor's tinkering with trust taxation over the past year, these vehicles should remain central to any lifetime inheritance tax planning strategy, says David Rhodes of law firm Andrew M Jackson...

POOR IHT planning cost taxpayers £1.5bn last year but only one in four took any steps to reduce their overall tax payments.

PROVIDERS have criticised the Chancellor for not raising the IHT nil band threshold high enough and for glaring omissions on key areas of IHT legislation in the Budget.

Sugaring the pill: Lessening the effects of inheritance tax is much more challenging these days - but there are tools to help. Richard Harry, director of HHPG Ltd, talks about the different ways to soften the blow...

Time to talk taxes: Following the widespread changes to trust law last year, media coverage of inheritance tax is at its highest for many years. So, there could be no better time than now to talk to your clients about inheritance tax planning, says Meuryn...