FTAdviser latest:Guide aims to clear-up confusion surrounding IHT changes

Story by: Dominic Welling, FTAdviser

Skandia has launched a client guide to inheritance tax (IHT) and trusts in the wake of the government changes, in order to help advisers better explain the principles of IHT planning.

  • Time published: 12:27
  • Date published: 12.12.2008
  • Published in: Regulation

Aegon launches IHT web tool for advisers

Aegon Scottish Equitable has launched a new section of its website for advisers, to help their customers make informed decisions about inheritance tax (IHT) planning.

  • Date published: 11.12.2008

Grant Thornton predicts stamp duty holiday extension

An indefinite extension of the 12-month stamp duty holiday announced in September could be delivered in the pre-Budget report, according to Grant Thornton.

  • Date published: 20.11.2008

HMRC tax changes to benefit taxpayer

Changes made to the taxation of an encashed life assurance policy held in a bare trust will be of overall benefit to the taxpayer, according to Standard Life.

  • Date published: 20.11.2008

Investors should take advantage of opportunity to lower IHT

Investors should take advantage of the collapse in the value of assets and low capital gains tax (CGT) to minimise future inheritance tax (IHT) liabilities by gifting surplus assets to family and friends.

  • Date published: 12.11.2008

IHT advisers can expect fall in business - Sesame

Despite IFA 2plan Wealth Management reporting record inheritance tax planning enquiries this year, the fallout from the financial crisis will see interest in such advice falling, Sesame has warned.

  • Date published: 30.10.2008

Do your homework on client's details, says Standard Life expert

Advisers must ensure they do a proper research on a client's background when discussing IHT planning, Julie Hutchinson head of estate planning at Standard Life has advised.

  • Date published: 23.10.2008

Estate planning enquiries soar at IFA firm

Estate planning enquiries from high net worth clients have tripled this year on the back of the financial crisis.

  • Date published: 22.10.2008

The Way Group warns against tax planning amnesia

Chairman Paul Wilcox says investors should move assets out of estates and start 'seven year clock ticking'

  • Date published: 20.10.2008

Need to plan IHT solutions in face of bank bailouts

Investors should be planning their inheritance tax solutions now as the bank bailout continues, according to The Way Group.

  • Date published: 16.10.2008

Product Reviews

Way, EEA join forces to launch US life settlement fund

Fund promises returns of 9 to 10 per cent attracting a 5 per cent annual management charge

  • Time published: 00:01
  • Date published: 11.12.2008

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News Analysis

Discretionary trust tax increase

In his second pre-Budget report, Alistair Darling focused on areas well away from inheritance tax.

  • Time published: 00:01
  • Date published: 27.11.2008

Features

Keeping up with changes to IHT is a full time job

Letter to the Editor

  • Time published: 00:01
  • Date published: 06.11.2008

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