Nicholas Acomb, partner at law firm Stevens & Bolton, looks at the inheritance tax obstacles you need to overcome when transferring policies into trusts.
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
Billy Mackay discusses a recent tribunal case affecting inheritance tax and pensions
Vince Smith-Hughes looks at the various ways saving for retirement is changing in line with Conservative/Lib Dem plans
WAY’s technical manager, Mark Benson, looks at the certainties and the future possibilities arising from the blue and yellow blend and presents his own manifesto
Julie Hutchison assesses a recent case study and discusses the options for mitigating IHT
Vanessa Owen discusses the inheritance tax implications of using equity release
The CEO of Rolls-Royce has sold nearly half his shares ahead of an expected capital gains tax (CGT) rise which has prompted open rebellion from grassroots Tories.
The Chartered Insurance Institute (CII) will apologise to candidates who took an exam with an "error" in a question on inheritance tax (IHT) worth more than a tenth of the overall marks.
Advisers have been left angry and anxious about their prospects of passing a CII exam because of an apparent ambiguous question worth more than a tenth of the overall marks.