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IHT

Offshore Investment

Skandia launches limited liability loan trust

Having been told by international advisers that almost half of all trust cases written are used to mitigate IHT, Skandia has responded with the launch of its Limited Liability Loan Trust for personal trustees.

clock 12 July 2011 •

uncategorised

How retirement changes bring estate planning opportunities

Julie Hutchison looks at how the changing retirement landscape affects estate planning

clock 22 June 2011 •

uncategorised

HMRC launches IHT consultation

HM Revenue and Customs (HMRC) has launched a consultation into proposals designed to incentivise people to leave part of their estate to charity.

clock 10 June 2011 •

uncategorised

Weird World: Millionaire mutt dies

A pampered pooch whose eccentric owner bequeathed her $12m has died aged 12, ending one of the weirdest cases of contested inheritance ever.

clock 10 June 2011 •

uncategorised

How to lasso a tax efficient plan

Paul Thompson, tax & estate planning consultant at Canada Life, looks at alternative strategies for mitigating IHT liability.

clock 09 June 2011 •

uncategorised

How pension reform gives clients more options

Retirement Planner speaks to Andrew Tully about how recent reform is changing how people view their pensions.

clock 07 June 2011 •

Offshore Investment

Friends Provident Int launches new IHT bond

Friends Provident International (FPI) strengthens its offshore product range with the launch of the Succession Planning Bond.

clock 07 June 2011 •

Tax Planning

IHT valuations targeted by HMRC

HM Revenue & Customs (HMRC) launched 9,368 investigations into inheritance tax valuations last year and is targeting estates and beneficiaries, warns accountancy firm UHY Hacker Young.

clock 06 June 2011 •

uncategorised

Aviva launches drawdown aimed at death tax efficiency

Aviva will offer a phased drawdown plan on its wrap and SIPP platform which it said will help minimize death taxes.

clock 26 May 2011 •

Investment

Managing changes

Retirement Planner speaks to Andrew Tully about how recent reform is changing how people view their pensions

clock 24 May 2011 •
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