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 Trust and inheritance tax planning

Tech centre - trust and inheritance tax planning
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Pensions planning

Pension planning articles looking at pre-retirement, benefits in retirement and death benefits.

Protection planning

Our protection articles can help support your financial planning process and the opportunity to earn CPD hours.

Investment and tax planning

A range of investment planning solutions covering personal and business investments.

Bare trusts for minors - inheritance tax

This article looks at the inheritance tax treatment of a bare trust for a minor beneficiary

Discounted gift trust underwriting

How the value of the discount is calculated and different approaches taken to obtain and use medical evidence

Lasting power of attorney

Using Lasting Power of Attorney to develop mutually beneficial business relationships with other professionals

Nil rate band planning

Effecting suitable will planning arrangements to save inheritance tax

Reporting chargeable lifetime transfers

An overview of the reporting requirements to report chargeable transfers to HMRC

Residence Nil Rate Band

A review of the new residence nil rate band and how it will operate.

Will planning

The importance of making a will and a review of will planning ideas to save tax

Equity release and inheritance tax

Considerations when valuing jointly owned assets that are subject to an equity release loan for inheritance tax purposes

Bare trusts for minors - taxation of life policy gains

This article looks at how HMRC treats gains on life assurance policies held under bare trusts for minors.

Pre-Owned Asset Tax - official rate of interest

Example illustrating the operation of Pre-Owned Asset Tax

Trustee Act 2000

A review of the duties the Trustee Act puts on trustees in connection with trustee investments.

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WA01357 02/2017