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inheritance tax

Tax planning

Jack Rose: How to pick an AIM fund manager

Market divides opinion

clock 03 March 2017 • 4 min read

Tax planning

Better education on IHT planning needed, Canada Life urges

Wealthy Brits failing to plan ahead

clock 20 January 2017 • 2 min read

Tax Planning

Seneca launches Managed Storage EIS fund

Enterprise Investment Schemes offer tax benefits

clock 11 October 2016 • 2 min read

Your profession

Three things your clients may call you about this week ...

What made financial headlines over the weekend?

clock 18 September 2016 • 4 min read

Tax Planning

'Smoke and mirrors': Why IHT planning is as important as ever

'Window dressing at its sneakiest’

clock 05 October 2015 • 4 min read

ISAs

TISA outlines ISA inheritance guidelines

TISA, the British Bankers Association (BBA) and the British Societies Association (BSA) have published guidelines explaining how ISAs can be passed on tax free upon death.

clock 13 April 2015 •

Regulation

Adviser who lived rent free in client's house jailed

An adviser who lived rent free in a disabled client's buy-to-let house without his consent or knowledge has been jailed for more than two years.

clock 02 February 2015 •

Tax Planning

New intestacy laws come into effect

Reforms simplifying what happens when someone dies without leaving a will came into force on 1 October.

clock 01 October 2014 •

Your profession

Happy families? Watertight wills for changing circumstances

Happy families? Watertight wills for changing circumstances

clock 24 September 2014 •

Estate planning

Managing risk in estate planning

Mark Williams looks at how advisers can help their clients manage the risks involved in estate planning.

clock 09 July 2014 •
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