Please be aware that some information on this website may not be displayed properly on a mobile device
Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.
Our protection articles can help support your financial planning process and the opportunity to earn CPD hours.
A range of investment planning solutions covering personal and business investments.
This article looks at the inheritance tax treatment of a bare trust for a minor beneficiary
How the value of the discount is calculated and different approaches taken to obtain and use medical evidence
Using Lasting Power of Attorney to develop mutually beneficial business relationships with other professionals
Effecting suitable will planning arrangements to save inheritance tax
An overview of the reporting requirements to report chargeable transfers to HMRC
A review of the new residence nil rate band and how it will operate.
The importance of making a will and a review of will planning ideas to save tax
Considerations when valuing jointly owned assets that are subject to an equity release loan for inheritance tax purposes
This article looks at how HMRC treats gains on life assurance policies held under bare trusts for minors.
Example illustrating the operation of Pre-Owned Asset Tax
A review of the duties the Trustee Act puts on trustees in connection with trustee investments.
Back to top