IHT

Estate planning

Patrick Kennedy: Time to get clients' IHT house in order

When it comes to IHT exemptions, allowances and reliefs it is very much a case of 'use it or lose it', writes Patrick Kennedy

clock 21 January 2021 • 5 min read

Estate planning

Kim Jarvis: IHT and terminally ill clients

Kim Jarvis explores IHT in light of a life-limiting illness and says while planning in such a scenario may be challenging it can be very worthwhile

clock 12 January 2021 • 5 min read

Estate planning

Andy Woollon: Always look on the bright side of life (and estate planning)

Greetings, pop pickers

clock 26 November 2020 • 7 min read

Estate planning

Anna Murdock: How school fees could pay for themselves

The gift of education

clock 19 November 2020 • 3 min read

Tax planning

Regional inheritance expectations revealed

‘Careful balancing act’

clock 15 October 2020 • 1 min read

Tax planning

IHT investigations yield £274m to reach four-year high

Targeting HNW estates

clock 24 September 2020 • 1 min read

Tax Planning

Neil MacGillivray: Common sense (finally) prevails on IHT

Supreme Court ruling

clock 22 September 2020 • 4 min read

Tax Planning

Clare Moffat: What advisers need to know about the Staveley case

Supreme Court ruling in August

clock 01 September 2020 • 4 min read

Pensions

Richard Mattison: How advisers and providers are remodeling post-pandemic pensions

Covid-19 crisis acts as catalyst

clock 30 July 2020 • 4 min read

Tax-efficient Investing

HMRC's family company investigation could uncover 'shadowy' practices

'Lessons have not been learned' from past mistakes

clock 25 February 2020 • 3 min read