IHT

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

Protection

Whole-of-life: A market of two halves

Inheritance tax is a key issue

clock 10 February 2016 • 9 min read

Pensions

Mid-life crisis: Why checking clients' death benefit nominations is crucial

Regular reviews are essential

clock 22 January 2016 • 5 min read

Tax Planning

Death benefits: Warning sounded on lack of nomination control

Thorny issue HMRC won’t fix

clock 15 January 2016 • 2 min read

Tax Planning

Gifting: A handy guide for advisers

Restrictions and limitations apply

clock 14 January 2016 • 3 min read

Tax Planning

Tyrie calls on Osborne to tidy IHT rules 'mess'

Rules as proposed are 'complex' and 'unfair', according to the TSC chairman

clock 07 December 2015 •

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 •