Gifting

Tax planning

John Humphreys: 'Tis the season to give - but don't add in a tax bill

Tax rules for gifts

clock 17 December 2018 • 4 min read

Tax planning

IHT to hit more people but simple steps can cut costs, advisers say

Clients unaware of gifting rules

clock 24 August 2017 • 3 min read

Tax planning

Paul Wilcox: The under-exploited 'normal expenditure' rules

Instant exemption from IHT

clock 11 April 2017 • 4 min read

Tax Planning

IHT mindfulness: Helping clients escape an unexpected bill

Rising property prices could land many with IHT liabilities

clock 11 August 2016 • 5 min read

Tax Planning

Gifting: A handy guide for advisers

Restrictions and limitations apply

clock 14 January 2016 • 3 min read

Income

Delicate conversation: Why putting LPAs in place for clients matters

The adviser's role in establishing LPAs

clock 16 November 2015 •

Tax Planning

Gifting: Five steps to help reduce IHT liabilities

Five ways to reduce IHT liabilities

clock 08 September 2015 •