IHT
uncategorised
Carla Brown looks at why discretionary trusts are still popular for safeguarding assets
25 November 2010
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Investment
Understanding how your clients progress from enquiry to product purchase is key to running a successful business, says Worldwide Financial Planning’s Peter McGahan
18 November 2010
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uncategorised
SIPP provider Hornbuckle Mitchell has launched an in-house spousal bypass trust which aims to help investors reduce inheritance tax liabilities.
11 November 2010
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Estate planning
Neil MacGillivray outlines the value of by-pass trusts and explains why poor drafting of new legislation has resulted in lost opportunities
02 November 2010
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uncategorised
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.
27 September 2010
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uncategorised
Hargreave Hale is to hold a seminar on inheritance tax planning and investments for IFAs in the Lancaster region.
21 September 2010
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uncategorised
Legal & General is to offer advisers and their clients access to a will-writing service provided by probate brokers Final Duties.
20 September 2010
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Tax 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.
26 August 2010
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