Clare Moffat looks at the outcome of the long-running Staveley case which brought clarity to IHT liabilities in light of pension transfers or switches made in ill-health. Here she explains everything advisers need to know
The long-running case of Commissioners for Her Majesty's Revenue and Customs (Respondent) v Parry and others (2020) - also known as the Staveley case - has hit the press again. While the facts of...
A case of the wrong box...
Tax adviser turned life coach
Intermediaries legislation, commonly known as IR35
OTS’s report short of calling for complete reform
Change on the horizon
68 pension breaches in 12 months
Targets £30bn AUM in five years
'Will impact the market'
‘Full and frank financial disclosure'
Winner of the Multi-Asset Group of the Year and ESG Solution of the Year at the 2021 PA Awards, Liontrust are growing into something of a force in the multi-asset arena. The firm's multi-asset head John Husselbee speaks to Cherry Reynard about its approach...