IHT

Discounting the discount: Discounted gift trusts explained

Tax planning

Discounting the discount: Discounted gift trusts explained

Trusts help planners reduce or eliminate their clients' IHT liabilites

clock 23 May 2023 • 4 min read
Rising IHT receipts should be 'wake-up call' to take tax advice

Tax planning

Rising IHT receipts should be 'wake-up call' to take tax advice

‘More good news for the Treasury’ as April nets £0.6bn

clock 23 May 2023 • 2 min read
What Consumer Duty means for Business Relief tax planning

Tax planning

What Consumer Duty means for Business Relief tax planning

BR investments must be held for two years before they qualify for IHT relief

clock 09 May 2023 • 4 min read
Why gifting to charities on death is a discussion worth having

Tax Planning

Why gifting to charities on death is a discussion worth having

A conversation worth having for numerous reasons

clock 26 April 2023 • 4 min read
IHT goes 'mainstream' as latest HMRC receipts hit record high

Tax planning

IHT goes 'mainstream' as latest HMRC receipts hit record high

Receipts for April 2022 to March 2023 reach £7.1bn

clock 25 April 2023 • 3 min read
Record IHT receipts up 16% year-on-year with £0.9bn increase

Tax planning

Record IHT receipts up 16% year-on-year with £0.9bn increase

Running total for 2022/23 now £6.4bn, surpassing last year’s final figure

clock 21 March 2023 • 4 min read
IHT tax take forecast to increase by £3bn in 'substantial' rise

Tax planning

IHT tax take forecast to increase by £3bn in 'substantial' rise

Office for Budget Responsibility predicts IHT receipts will grow

clock 16 March 2023 • 1 min read
Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Pensions

Spring Budget 23: Tweaks to NMPA/IHT could be the cost of pension allowance increase

Some fear the government could alter IHT rules or hike the minimum pensions age to 60

clock 15 March 2023 • 3 min read
Minimising CGT: Avoiding second property tax woes

Tax Planning

Minimising CGT: Avoiding second property tax woes

Keeping good records is of utmost importance

clock 01 March 2023 • 3 min read
Cost of living pessimism could lead to client later-life planning 'inertia'

Adviser tips

Cost of living pessimism could lead to client later-life planning 'inertia'

Five tips on how firms can look to boost client motivation

clock 23 February 2023 • 3 min read
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