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Estate planning

Income

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 21 February 2012 •

Estate planning

STEP creates model will clause to boost charitable giving

The Society of Trust and Estate Practitioners (STEP) has drafted a model clause for wills in response to government plans to reduce inheritance tax for charity donors.

clock 17 February 2012 •

Estate planning

Taxman's IHT income up 14% after threshold freeze

The inheritance tax (IHT) threshold freeze has boosted government revenues from the tax by 14%, an accountancy firm said.

clock 20 December 2011 •

Estate planning

Preparing for taxing times

Gerry Brown discusses the benefits of IHT planning

clock 27 April 2011 •

Estate planning

Avoiding the tax mousetrap

Jeremy Pearson highlights the important role gift and loan trusts can play in an inheritance tax strategy

clock 30 March 2011 •

Estate planning

How can married couples avoid the IHT trap?

Prudential's Gerry Brown looks at how married couples can limit the IHT beneficiaries have to pay.

clock 25 March 2011 •

Whole of Life

Friends Prov unveils online IHT seminar

Friends Provident International has launched an online seminar looking at Inheritance Tax (IHT).

clock 01 February 2011 •

Estate planning

Put your trust in your property

The use of life interest trusts can do much to protect a retiree's property should they need to go into care. Carla Brown takes a closer look

clock 04 January 2011 •

Estate planning

Missed opportunities

Neil MacGillivray outlines the value of by-pass trusts and explains why poor drafting of new legislation has resulted in lost opportunities

clock 02 November 2010 •

Estate planning

Assessing the risks

Vanessa Owen discusses the inheritance tax implications of using equity release

clock 27 May 2010 •
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