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IHT

Estate planning

Put your trust in your property

The use of life interest trusts can do much to protect a retiree's property should they need to go into care. Carla Brown takes a closer look

clock 04 January 2011 •

uncategorised

Protecting your assets

Carla Brown looks at why discretionary trusts are still popular for safeguarding assets

clock 25 November 2010 •

Investment

Blog: Understanding your clients' buying process

Understanding how your clients progress from enquiry to product purchase is key to running a successful business, says Worldwide Financial Planning’s Peter McGahan

clock 18 November 2010 •

uncategorised

Hornbuckle Mitchell launches spousal bypass trust

SIPP provider Hornbuckle Mitchell has launched an in-house spousal bypass trust which aims to help investors reduce inheritance tax liabilities.

clock 11 November 2010 •

Estate planning

Missed opportunities

Neil MacGillivray outlines the value of by-pass trusts and explains why poor drafting of new legislation has resulted in lost opportunities

clock 02 November 2010 •

Tax Planning

How to reduce your clients' IHT liability

IHT

clock 28 October 2010 •

uncategorised

Ashcroft shifted company stake to avoid millions in tax

Lord Ashcroft transferred his £17m stake of his main UK company Impellam Group to a trust for his children on 5 April this year to avoid new tax rules.

clock 27 September 2010 •

uncategorised

Hargreave Hale hosts IHT seminar for IFAs

Hargreave Hale is to hold a seminar on inheritance tax planning and investments for IFAs in the Lancaster region.

clock 21 September 2010 •

uncategorised

L&G to offer will-writing services

Legal & General is to offer advisers and their clients access to a will-writing service provided by probate brokers Final Duties.

clock 20 September 2010 •

Your profession

Charity begins with tax benefits

Jeremy Passmore on how charitable giving is on the increase

clock 02 September 2010 •
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