IHT

Nick Homer, protection proposition manager at Zurich Financial Services, discusses trust planning options.

Paul Thompson, tax & estate planning consultant at Canada Life, on why the order of steps taken to mitigate your clients' inheritance tax (IHT) liability are so important...

The government must make it simpler to transfer long-term savings such as pensions to children and other descendents, the Association of Consulting Actuaries (ACA) said.

IFAs must not allow clients in drawdown to fall foul of new tax rules surrounding death benefits, said Andrew Tully, retirement income technical manager at MGM Advantage.

Gerry Brown discusses the benefits of IHT planning

Poor inheritance tax planning is expected to cost British taxpayers £1.3bn this year, research suggests.

In the first in a series of articles from Canada Life's technical team, Paul Thompson, tax & estate planning consultant, looks at some of the most common IHT planning complications.

Jeremy Pearson highlights the important role gift and loan trusts can play in an inheritance tax strategy

Prudential's Gerry Brown looks at how married couples can limit the IHT beneficiaries have to pay.

George Osborne has said estates will benefit from a 10% discount in inheritance tax (IHT) if they leave part of the money to charity, though the cut translates to just a 4% reduction in the final bill.