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IHT

Pensions

Treasury to backdate IHT drawdown exemption

Statement brings 'clarity' to the current situation

clock 25 November 2015 •

Tax planning

Osborne scraps review of deeds of variation

But govt 'will continue to monitor their use'

clock 25 November 2015 •

Tax Planning

IHT planning: Using trusts to protect a second home

Trusts expert Jeremy Passmore shares his insights

clock 24 November 2015 •

Tax planning

Unnecessary punishment: Ill-health pension transfers risk IHT trap

IHT technicality could hit people with impaired life expectancy

clock 23 November 2015 •

Regulation

Autumn Statement 2015: Six things IFAs should look out for

Perhaps we should all learn our lesson and not say 'there'll be nothing new on pensions' prematurely...

clock 21 November 2015 •

Income

Delicate conversation: Why putting LPAs in place for clients matters

The adviser's role in establishing LPAs

clock 16 November 2015 •

Retirement

Talking silk: Mike Morrison spreads the financial planning word

Mike Morrison talks to some barristers

clock 07 October 2015 •

Tax Planning

Jeremy Corbyn wants inheritance tax change

Jeremy Corbyn has said he wants changes to inheritance tax (IHT) which could mean the 40% rate is shouldered more by the very wealthy.

clock 28 September 2015 •

Your profession

Three things clients may call you about this week...

Here is our weekly heads-up on the stories that may have caught your clients' attention over the weekend...

clock 14 September 2015 •

Tax Planning

Gifting: Five steps to help reduce IHT liabilities

Five ways to reduce IHT liabilities

clock 08 September 2015 •
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