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Technical articles | 01 Feb 2005
The new 40% income tax relief on Venture Capital Trusts has greatly increased their appeal to investors.  Advisers should certainly be aware of how they can be included in client portfolios to maximise tax-efficiency and enhance the potential for profitable returns.  Richard Eliot...
CII Library | Book | Published 2017
Case study workbook for AF2, Business financial planning 2017-18 edition, by the Chartered Insurance Institute.
Technical articles | 01 Jan 2005
After a great deal of uncertainty and considerable discussion, the dust is finally beginning to settle on how the new pre-owned assets income tax (POAT) rules will apply to life assurance policies effected in trust and, in particular, some of the more popular lump sum inheritance tax plans ...
24 Apr 2014
Whilst the attitude of successive Governments to trusts in general - and discretionary trusts in particular - has not been favourable (if not downright hostile) the recent announcement on further improvements to the trusts for the vulnerable regime show that it sees trusts with vulnerable b...
31 Mar 2014
A great deal has been written and discussed in the past year about the "simplification" of the taxation of relevant property trusts. These include discretionary trusts as well as trusts, other than bare trusts, which have been created during the lifetime of the settlor since 22 March 2006. ...
Syllabuses | 01 Sep 2004
CII syllabus for G10 Taxation and trusts 2004.
31 Oct 2013
Since last writing on this subject a few years ago there have been some developments, both in the area of trusts in general and in the area of trusts used with employee/director benefits. In particular the Relevant Life Policy (RLP) has become far more popular and enhanced versions of the p...
Technical articles | 14 Jan 2013
Trusts continue to play an important part in any estate-planning strategy for high net worth individuals, and most financial planners offering investment advice are aware of the added value that a "packaged" arrangement involving a trust may give. Most individuals and their advisers are als...
Syllabuses | 01 Sep 2003
CII syllabus for G10 Taxation and Trusts 2003

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