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IHT

Tax Planning

What you need to know about IHT and charitable giving

AXA Wealth's Brian Murphy looks at the implications of the recent HMRC consultation on inheritance tax for people who leave a charitable legacy in their will.

clock 15 September 2011 •

Offshore Investment

STEP proposes new will clause for legacy and tax incentives

A new incentive for charitable legacies which also qualifies for tax relief has prompted The Society of Trust and Estate Practitioners (STEP) to draft a model clause.

clock 02 September 2011 •

uncategorised

Cushioning the blow of IHT

Matthew Stephens discusses how recent changes brought in by the Finance Act can bring estate planning benefits and lessen the impact of inheritance tax.

clock 25 August 2011 •

Investing in the profession

Case study: How to use discounted gift trusts effectively

Paul Thompson, tax & estate planning consultant at Canada Life, explains how a Discounted Gift Trust can be a highly IHT-efficient planning tool.

clock 25 August 2011 •

Your profession

Introduce a 99p coin and scrap 'billion': Read the craziest finance petitions

The government's new e-petition website has caused a stir since it was launched early this month.

clock 22 August 2011 •

uncategorised

Skandia launches pair of offshore trusts

Skandia Ireland has launched a discounted gift trust (DGT) and a loan trust which it said can help UK clients mitigate inheritance tax liability.

clock 19 August 2011 •

Your profession

Why advisers need a holistic approach to retirement planning

A transformation in the pension environment has been long promised, and now it seems many key changes are in the process of being delivered.

clock 04 August 2011 •

uncategorised

Doubling in size

Peter Turley highlights ten things advisers need to know about home reversions.

clock 21 July 2011 •

uncategorised

Filling the gap

Lucy Foster discusses how investing in the Enterprise Investment Scheme can benefit wealthy clients' retirement planning

clock 21 July 2011 •

Tax Planning

The pros and cons of a lesser-known IHT exemption

Paul Thompson, tax & estate planning consultant at Canada Life, examines the normal expenditure out of income exemption.

clock 14 July 2011 •
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