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Tax planning

IHT planning: Trust traps advisers should be aware of

Tax planning

IHT planning: Trust traps advisers should be aware of

Practical matters and tax considerations to consider

clock 19 June 2023 • 4 min read
Reform or abolish? Reasons why IHT needs to change

Tax planning

Reform or abolish? Reasons why IHT needs to change

IHT has been called the 'spectre that haunts us alongside death'

clock 13 June 2023 • 4 min read
A look at everything advisers need to know about top slicing relief

Tax planning

A look at everything advisers need to know about top slicing relief

There is a five-step procedure to TSR calculations

clock 09 June 2023 • 4 min read
Marriage guidance: Why a prenup should be part of wedding planning

Your profession

Marriage guidance: Why a prenup should be part of wedding planning

Legal insight for advisers with clients heading down the aisle...

clock 25 May 2023 • 4 min read
Canada Life links with Zedra to launch trust service

Tax planning

Canada Life links with Zedra to launch trust service

Service to ‘relieve the onerous requirements for advisers’

clock 23 May 2023 • 1 min read
Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
How to avoid trust registration delays and support trustee clients

Tax planning

How to avoid trust registration delays and support trustee clients

Trusts provide a uniquely flexible way of planning

clock 19 May 2023 • 5 min read
What Consumer Duty means for Business Relief tax planning

Tax planning

What Consumer Duty means for Business Relief tax planning

BR investments must be held for two years before they qualify for IHT relief

clock 09 May 2023 • 4 min read
New tax rules and the now insurmountable case for an ISA

Tax planning

New tax rules and the now insurmountable case for an ISA

Huge spike in ISA use expected this in the next year

clock 04 May 2023 • 3 min read
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