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Christina Stone: IHT planning and intergenerational wealth transfers

Inheritance tax (IHT) was once a concern only for the rich and famous. Rising asset values and static thresholds are...

A quarter of estates that pay IHT are investigated by HMRC

Almost a quarter of all estates that pay inheritance tax are investigated by HM Revenue & Customs (HMRC), a freedom...

Laura Suter: The taxing task of IHT simplification

The long-awaited report on how to simplify the inheritance tax (IHT) system came out this month, and it is not an overstatement...

Young people awaiting inheritances to make big life decisions – Killik

Younger people are holding back from major life decisions, such as buying a home, starting a family or dealing with...

RP Case Study: Deciphering inheritance when expression of wishes are not clear

Nate, 63, passed away in early 2019 with a self-invested personal pension (SIPP) which was crystallised in 2013. His SIPP has an expression of...

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...
 

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RP Case Study: Changes to Pension Guarantee Credit

From 15 May 2019, the rules affecting Pension Guarantee Credit changed. In its simplest form Pension Guarantee Credit provides a minimum income of £167.25...