Professional Adviser's weekly heads-up on the articles your clients may have read in the nationals over the weekend...
The 14-year rule Inheritance tax remains a topic of debate among politicians, yet continues to dumbfound the average saver. An eye-opening and well explained article in the Telegraph took a closer look at the tax and the advantages - and implications - of gifting. One element of the tax in particular - the "little-known" 14-year rule - may very well intrigue a prospective client or two. Do you trust your asset manager? It is, perhaps, not the sort of topic likely to trigger a client's anxiety about his or her investment portfolio, but it could intrigue one or two of your more ‘...
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