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IHT

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How retirement changes bring estate planning opportunities

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

clock 22 June 2011 •

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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 •

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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 •

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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 •

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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 •

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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 •

Investing in the profession

Trusts: Do you know all the options?

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

clock 19 May 2011 •
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