Taxation & Trusts

FTAdviser latest:BDS joins with Uni Asset Protection to launch trust

Story by: Stefanie Ives, Financial Adviser

BDS, in partnership with Universal Asset Protection, has launched the Asset Protection trust, allowing brokers to earn additional income by referring clients who want to find out more about protecting their home for their children’s future.

  • Time published: 00:01
  • Date published: 09.10.2008
  • Published in: Regulation

IMA calls for abolition of tax regime

The Investment Management Association has called for the abolition of the fund-specific SDRT regime and a quick resolution of the tax treatment of UK investment management services to offshore funds.

  • Date published: 06.10.2008

Tisa sets out universal saving strategy in pre-Budget statement

Government must have a joined up approach in terms of saving, says association

  • Date published: 02.10.2008

TISA calls for national savings strategy

The Tax Incentivised Savings Association has called on the government to create a national savings strategy to integrate saving throughout consumers' lives.

  • Date published: 29.09.2008

Aegon adds gift trust

Aegon Scottish Equitable has added a Bare Discounted Gift trust to its range that brings the company's total to six.

  • Date published: 29.09.2008

Consistency is needed over investments: Tisa

Association is putting pressure on the government to bring tax status into line

  • Date published: 25.09.2008

Rensburg comes out on top in terms of IHT planning

Aim managers back offering from Rensburg, claims Tax Efficient Review

  • Date published: 25.09.2008

Changes to statutory legacy 'may encourage complacency' about making a will

The downside to the statutory legacy changes is that it may encourage a people to overlook the need to write a will, says Standard Life

  • Date published: 18.09.2008

Tory IHT pledge is clouded in uncertainty - AWD

Estate planning intermediaries need to remember that political uncertainty surrounds the Conservative Party's pledge to increase the IHT nil-rate band to £1m

  • Date published: 18.09.2008

Financial pair leave UK over tax

Companies leave the UK because of tax reasons

  • Date published: 18.09.2008

Features

Tax spotlight - Bypassing your spouse (or other beneficiary)

Marcia Banner of Clerical Medical explores the use of the 'bypass trust' as a home for death benefits payable from personal or occupational pension schemes

  • Time published: 00:01
  • Date published: 01.10.2008

Advertising

Product Reviews

Lincoln aims to aid with IHT as it rolls out Discounted Gift bond

Product review

  • Time published: 00:01
  • Date published: 25.09.2008

Features

Tax spotlight - investing for children

When investing or managing investments for children, taxation also needs to be considered. Marcia Banner of Clerical Medical looks at this and other issues that need to be borne in mind

  • Time published: 00:01
  • Date published: 01.09.2008

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