Estate planning

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...

Stellar launches ‘all-inclusive’ tax planning tool

Estate-planning specialist asset manager Stellar has launched an "all-inclusive" inheritance tax planning service intended to give advisers access to a network of legal and...

Danielle Byrne: Nothing is certain but death and taxes

I recently encouraged my parents to write a will, which made me consider the ways couples can shelter investments from tax and make the...

Kim Jarvis: Top three adviser IHT queries – and how to address them

Inheritance tax (IHT) has of late become a hot topic for advisers - no doubt fuelled by last year's review from the...

Half of over-45s unaware their main property is subject to IHT

The lack of awareness around inheritance tax (IHT) in the UK has increased in the last year, with half (50%)...

Jack Rose: Five considerations when investing in AIM for IHT

As we enter the last quarter of the tax year, there will be plenty of people looking to use their annual £20,000...

Jessica List: Discretion – damned if you do, damned if you don’t?

Death benefits hit the headlines again last year, with two high-profile cases demonstrating what can happen when things go wrong. In one case, Mr K...
 

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