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Personal Finance Society
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Technical articles | 05 Apr 2016
This month we continue the thread of settlor-interested trusts but we explore one area which is frequently overlooked.
Technical articles | 22 Feb 2016
The last time we looked at asset protection trusts was about four years ago. Since then we have had some interesting developments both in the area of care fees and the promotion of certain types of trust.
Technical articles | 08 Feb 2016
One of the questions that is frequently asked by clients of Technical Connection relates to the liability to tax of the settlor of a trust. Many questions appear to stem from a misunderstanding of the term "settlor". This month we seek to clarify some of the issues using a case study. It is...
News items | 02 Feb 2016
Personal Finance Society news update from 20th January to 2nd February 2016 on taxation, retirement planning, and investments.
CII Library | Book | Published 2016
Tax Advisers’ Guide to Trusts explains the relevant tax rules and the way in which trusts can be used in practice in a context on uncertainty. Examples and case studies are used to supplement and illustrate the text, providing practical guidance throughout.5th edition fully updated to take accoun...
Technical articles | 08 Dec 2015
In this month's article we consider the tax implications which can arise in two situations under a life assurance single premium investment bond (Bond) on death, both of which can give rise to confusion.
Technical articles | 08 Dec 2015
Changes to the UK tax rules concerning individuals who are not domiciled in the UK but are either resident in the UK or own property here were announced in the Summer Budget. This was followed by the publication of the consultation paper "Reforms to the Taxation of Non-Domiciles" on 30 Sept...
Technical articles | 09 Nov 2015
Last month we looked at business protection trusts and how, if at all, these could be affected by the recently-announced changes to inheritance tax (IHT). This month we look at other matters related to business protection, as well as protection plans effected by businesses, in light of rece...
Technical articles | 13 Oct 2015
We have recently reviewed personal protection trusts and this month we look at business assurance arrangements and how, if at all, these may be affected by the recently announced changes to inheritance tax (IHT).
 

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