professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

IHT

Tax Planning

Balfour case puts business relief 'at heart of IHT planning'

The Balfour estate's successful business property relief (BPR) claim paves the way for all taxpayers to avoid up to 100% of inheritance tax (IHT), says a City law firm.

clock 26 August 2010 •

uncategorised

Conjecture: Innovation in retirement income

Retirement Planner's Helen Morrissey recently chaired an online Conjecture debate on income drawdown.

clock 26 August 2010 •

Tax Planning

HMRC loses IHT appeal against Earl of Balfour

The tax authorities have failed to convince judges they are owed inheritance tax (IHT) by the late Earl of Balfour.

clock 25 August 2010 •

uncategorised

Close may launch US QROPS

Close Asset Management is currently researching the possibility of creating a QROPS product for British expatriates living in the US.

clock 19 August 2010 •

uncategorised

Don't take an IHT hit when retiring abroad

John Lawson discusses the inheritance tax implications of retiring abroad.

clock 29 July 2010 •

Your profession

CII offers free exam re-sit after IHT question error

The CII is offering candidates who failed one of its exams a free re-sit after it contained a flawed question worth more than a tenth of the overall marks.

clock 20 July 2010 •

uncategorised

From life policy to trust

Nicholas Acomb, partner at law firm Stevens & Bolton, looks at the inheritance tax obstacles you need to overcome when transferring policies into trusts.

clock 15 July 2010 •

uncategorised

IHT contingencies

Paul Davies reviews the way trusts and life assurance policies can be used to meet succession planning challenges and considers some of the issues arising

clock 07 July 2010 •

uncategorised

Key points reminder

Billy Mackay discusses a recent tribunal case affecting inheritance tax and pensions

clock 25 June 2010 •

uncategorised

Retirement under the coalition Government

Vince Smith-Hughes looks at the various ways saving for retirement is changing in line with Conservative/Lib Dem plans

clock 25 June 2010 •
616263
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=iht