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...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'