In the second half of his analysis of the OTS's report on simplifying IHT, Neil MacGillivray says advisers must be aware of possible changes, how they could impact their clients and whether it is prudent to take action now
In my previous column, I wrote about some of the changes relating to lifetime gifting as recommended in the report Simplifying the design of IHT by the Office of Tax Simplification (OTS). There was a significant...
ISA tax relief cost £3.3bn in 2018/19
Tax doesn't have to be taxing
No change to pension tax relief
Six months' prep time
Searches on Square Mile’s Academy of Funds