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RP Case Study: What to do when retirement income reality doesn’t match expectation

Michael is single and in his early 60s. He begins to look at what his retirement will be like. He goes online to find...

Setting a benchmark for inheritance tax portfolios

People should to be able to measure the performance of any type of investment, writes Scott Longley, as he takes a closer...

Neil MacGillivray: Better the IHT devil you know?

For a tax that makes up less than 1% of total tax and impacts on only 4% of estates, inheritance tax (IHT)...

More families will be caught in IHT net as receipts increase – Time

Time Investments has called on families to seek advice following the government's forecast that inheritance tax (IHT) receipts will increase...

Neil MacGillivray: IHT and gifts that keep on giving

In the run-up to the end of the tax year, I received a lot of questions on the use of the £3,000 inheritance tax...

MP Damian Green proposes pension-inspired social care overhaul

MP and former cabinet minister Damian Green has called for an overhaul of social care provision, proposing it should be...

John Humphreys: At times of uncertainty, go back to basics

At a point in history when there seems to be so little agreement on so much, perhaps a majority would at least...

UK’s wealthiest paying half IHT rate of smaller estates – Canada Life

Some of the UK's largest estates are paying half the effective inheritance tax (IHT) rate of estates a third their size, a...

Neil MacGillivray: Is government winning the tax avoidance battle?

As part of the Spring Statement, the government issued a policy paper, headed Tackling tax avoidance, evasion, and other forms of non-compliance,...

Rob Miles: Don’t leave property wealth out of retirement planning

Equity release lending reached a record £3.94bn in 2018 - an increase of 29% from the previous year - as...
 

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