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Anna Murdock: How school fees could pay for themselves

While the cost of a private education may be prohibitive to many, Anna Murdock explores how wealthy grandparents can using lifetime gifting to benefit the next generation and avoid hefty IHT bil

Advisers to hit the drawing board if govt overhauls CGT

Financial advisers have warned they will have to have a rethink if proposals from the government’s capital gains tax (CGT) review come to fruition.

CGT tax plans ‘highly concerning’, advisers warn

Financial advisers have warned they will have to have a rethink if proposals from the government’s capital gains tax (CGT) review come to fruition.

Andy Woollon: Always look on the bright side of life (and estate planning)

Greetings, pop pickers. Andy Woollon mixes chart classics with some estate planning insight in his latest article for Retirement Planner...

CGT ‘tax raid on horizon’ as Chancellor fights escalating deficit

The Office for Tax Simplification (OTS) has proposed a number of reforms to capital gains tax (CGT) in a hastily produced report, fuelling speculation that the Chancellor is set to make significant changes.

Paul Darvill: Power of attorney and its complexities

Power of attorney is a very emotive subject for many clients, but it is something that advisers have found themselves getting more involved in of late, writes Paul Darvill. Read on for key points advisers need to consider.

John Davies: Will Covid-19 create a dividend dilemma for VCTs?

No part of the economy has been left untouched by the coronavirus pandemic and VCT dividend payments are not immune, writes John Davies. However, he believes tax-advantaged capital has a role to play in the economic bounceback.

Bob Champion: Reflections on selling the family home

Bob Champion pens a heartfelt piece about the sale of his late mother’s house, the family home for 62 years. Here he reflects on happy memories, trips to Stamford Bridge, why downsizing isn’t always the easy option and how equity release could help.

Lisa Webster: The Staveley case explained

Lisa Webster takes a detailed look at the Staveley case concerning IHT liabilities.

IHT investigations yield £274m to reach four-year high

IHT investigations carried out by HM Revenue & Customs (HMRC) brought in £274m tax last year from estates that had underpaid, according to law firm Wilsons.
 

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