Claims pensioners over age of 75 face prohibitive tax rates
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.
Octopus has launched Enhanced Discounted Gift Solution, which it claimed is the first inheritance tax product to give partial IHT relief.
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.
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.
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.
Added powers to collect tax and combat avoidance of paying levies will be key themes in this year's Budget, according to Baker Tilly.
Norwich Union is launching a new campaign to make estate planning easier for financial advisers and customers.
Aviva is giving a helping hand to advisers who struggle to get to grips with estate planning.
People saving for their retirement need to take into account the effect of inflation on their income, according to Metlife Europe Limited.
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.
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
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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
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
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