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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).
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).
Technical articles | 01 Sep 2015
Now that we have the Finance Act 2015 and so the uncertainty of the changes to the taxation of relevant property trusts is over, it may be useful to review the use of trusts with protection policies.  Which trusts are still suitable? Are there any new developments? Is IHT planning usin...
01 Sep 2015
Now that we have the Finance Act 2015 and so the uncertainty of the changes to the taxation of relevant property trusts is over, it may be useful to review the use of trusts with protection policies.  Which trusts are still suitable? Are there any new developments? Is IHT planning usin...
Technical articles | 02 Jun 2015
The Chancellor's recent pre-election Budget brought the usual raft of changes to taxation for individuals and businesses alike. John Woolley looks at what's new…
11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.
News items | 11 May 2015
A news update from the Personal Finance Society covering the period 22 April 2015 to 5 May 2015: taxation and trusts, investments and pensions.
Technical articles | 10 Apr 2015
In his last pre-election Budget on 18 March the Chancellor announced a Government review of what he described as attempts to avoid inheritance tax through the use of deeds of variation. The review will report by autumn and will look at cases where individuals use deeds of variation to alter...
Technical articles | 13 Mar 2015
Given the current furore about tax avoidance and tax evasion, and the tabloids branding all manner of perfectly innocent tax planning strategies as "tax dodges", it is important to keep things in perspective. Nevertheless, some advisers may feel more comfortable with emphasising the non-tax...
 

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