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IHT

Tax Planning

Limiting IHT: Don't let the tax tail wag the investment dog

'BPR investments are fantastic but generally in small doses'

clock 20 July 2016 • 4 min read

Tax planning

IHT changes: Passing on the family home isn't as easy as it sounds

Simon Ruthers looks at the main residence nil rate band

clock 03 June 2016 • 4 min read

Estate planning

Retirement tax planning: A service, not a product

Money well spent

clock 02 June 2016 • 3 min read

Estate planning

Way Group aims to cut IHT bills with managed portfolio plan

More people creeping into IHT 'trap'

clock 03 May 2016 • 2 min read

Estate planning

Trouble ahead? IHT changes could trigger discretionary trust problems

Will clauses need revisiting

clock 29 April 2016 • 3 min read

Estate planning

PM's tax planning is 'natural response' to heavy UK regulation, IHT expert says

Media coverage dismissed as a 'storm in a teacup'

clock 11 April 2016 • 2 min read

Your profession

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

What made financial headlines over the weekend?

clock 03 April 2016 • 3 min read

Regulation

Budget 2016 predictions for advisers 

Chancellor to speak on Wednesday 16 March

clock 14 March 2016 • 4 min read

Tax Planning

Spread the word: Minimising IHT is every adviser's duty

A good time to bury bad news?

clock 22 February 2016 • 3 min read

Tax Planning

Managers warn of bubble territory for favourite holdings in AIM IHT portfolios

Govt allowed AIM share investment via ISAs in 2013

clock 18 February 2016 • 3 min read
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