How 2020 brought later life planning into sharp focus

True or false. BR-qualifying investments can reduce the impact of IHT to zero after two years, while also allowing the potential for consistent growth.

Which is the odd one out? According to Matt Dickens, later life planning services, advisers are advocating should encompass:

According to Matt Dickens, what are the major factors that need to be considered with all estate plans.

According to Matt Dickens, what has made the search for income from traditional assets harder and harder?

True or false. Tax expenditures cost the government a total of £155bn in 2018/19. In the NAO’s report, all tax expenditures were assessed to establish both how much each area costs the government and how effective they appear to be at achieving their intended outcome.

True or false. In the area of IHT policy, the top relief is the current exemption on inter-spousal transfers on death, which itself only comes in at number 20 on the list of top costing reliefs (at £1.9bn), way behind the exemption from CGT on the disposal of a primary residence, for instance, at £26.7bn.