Claims pensioners over age of 75 face prohibitive tax rates

FTAdviser latest:Pressure group aims to bring class action over Sipp tax

Story by: Rob Langston and Charlie Kirby, Investment Adviser

A class action case against HMRC is being sought to challenge taxation laws that currently see a portion of Sipp customers lose as much as 82 per cent of the value of the fund.

  • Time published: 00:01
  • Date published: 22.06.2009
  • Published in: Pensions

‘Fast and flexible’ IHT mitigation available

Octopus has launched Enhanced Discounted Gift Solution, which it claimed is the first inheritance tax product to give partial IHT relief.

  • Date published: 18.06.2009

Way explores potential for Belfast expansion

The Way Group is looking to build up its business in Northern Ireland to tap into the region's economic growth over the last 10 years.

  • Date published: 28.05.2009

Notes reveal hidden hike for discretionary trusts

After a speech lasting about 50 minutes where inheritance tax and trusts were not mentioned, the question was whether the 93 Budget Notes would contain any sting in the tail.

  • Date published: 23.04.2009

Advisers look to offshore bonds for tax planning benefits

Offshore bonds are becoming increasingly popular among advisers due to their benefits when used in inheritance tax (IHT) planning and tax planning for non-domicile clients.

  • Date published: 21.04.2009

Budget will look to raise taxes, crackdown on avoidance

Added powers to collect tax and combat avoidance of paying levies will be key themes in this year's Budget, according to Baker Tilly.

  • Date published: 09.04.2009

NU overhauls estate planning offering

Norwich Union is launching a new campaign to make estate planning easier for financial advisers and customers.

  • Date published: 23.03.2009

Aviva offers to simplify estate planning for advisers

Aviva is giving a helping hand to advisers who struggle to get to grips with estate planning.

  • Date published: 19.03.2009

Inflation threatens retirement pots

People saving for their retirement need to take into account the effect of inflation on their income, according to Metlife Europe Limited.

  • Date published: 05.02.2009

Tax breaks lag behind inflation: MetLife

Four out of seven key personal tax breaks have failed to keep up with inflation over the past 11 years, including inheritance tax (IHT) and Individual Savings Account (Isa) allowances.

  • Date published: 28.01.2009

Supplements

Negotiable inheritance tax

After death, there is a lot at stake in determining an estate's ultimate IHT liability. Peter Nellist CFP, a partner at solicitors Clarke Willmott, reviews some of the arguments put forward by HMRC that his firm is currently encountering

  • Time published: 00:01
  • Date published: 01.05.2009

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Supplements

Negotiable IHT - What price a promise?

A promise or verbal agreement can have a significant impact on the IHT liability. Peter Nellist CFP, partner at solicitors Clarke Willmott, reviews this neglected but important area of IHT practice

  • Time published: 00:01
  • Date published: 01.05.2009

Supplements

Lessen the blow

Rising property prices during the past decade have pushed more estates over the nil rate band. Gerry Warner, market manager for protection at Zurich Financial Services, looks at ways to mitigate liability to IHT

  • Time published: 00:01
  • Date published: 01.05.2009

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