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IHT

uncategorised

The ABC of VCTs

Andy Gadd discusses the potential benefits of venture capital trusts in a retirement planning strategy

clock 25 October 2011 •

uncategorised

Estate planning debate

Helen Morrissey talks to industry specialists about the importance of estate planning and what advisers can do to raise awareness of the need to make adequate provision

clock 25 October 2011 •

uncategorised

Why choosing the right trust is important

In the first of a two-part series, Jeremy Pearson weighs up the pros and cons of using bare and discretionary trusts

clock 25 October 2011 •

Investment

Five things your clients will call you about this week

Looking back at the weekend's national newspapers, your clients may have picked up on reports into unregulated investments, wills and pension fund fees...

clock 24 October 2011 •

Individual Protection

Eight (extra) uses for protection policies

Protection policies can be more useful to your clients than you think...

clock 20 October 2011 •

Life Insurance

The Whole of Life

Bereavement is bad enough without money troubles. Rachel Clarke explains the complexities of using whole of life policies

clock 30 September 2011 •

uncategorised

It's time to talk about estate planning

Helen Morrissey reveals the results of this month's Inquiry and explains why there has never been a more important time to think about estate planning

clock 27 September 2011 •

uncategorised

Lord Newby: Existing IHT limits make it 'almost voluntary' tax

An influential Liberal Democrat think tank will propose increasing the scope of inheritance tax (IHT) at the party conference next week, saying it had "become almost voluntary".

clock 16 September 2011 •

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 •
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