Surplus cash in a trading company (too much of a good thing?)

Surplus cash problem Surplus cash in a trading company is not always a good thing!  Its existence can impact upon the…

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Not all U.K. bank accounts subject to inheritance tax

The Issue Although UK domiciled and UK deemed domiciled individuals are subject to inheritance tax (IHT) on their worldwide assets, individuals…

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Forbes Dawson’s Laura Hutchinson writes for Equinox magazine

Forbes Dawson’s Laura Hutchinson is a contributor to the newest edition of Equinox magazine, wealth management company, Equilibrium’s biannual publication. Her…

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ISAs live on after death!

New rules mean that assets can now be passed on to spouses or civil partners and retain their tax-exempt status in…

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Elect to pay less tax on a ‘failed PET’

The Issue Perhaps the most straightforward form of IHT planning is to make a gift of assets and then survive 7…

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Maximise the residence nil rate band (RNRB) by making gifts

Last year George Osborne hit the headlines with a new inheritance tax relief which could apply to family homes. The headline…

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Year-End Tax Planning – Reducing Your Tax Bill 2016

A little planning can go a long way. The period leading up to 5 April is one of the best times…

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Autumn Statement 2015

There was much negative speculation about today’s Autumn Statement. This was fed in part by the fairly dramatic budget in July…

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Taking real estate out of the estate

The recent attack on deductibility of interest on borrowings may put people off investing in residential properties in the future. In…

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You don’t need to own a £1M home to benefit from IHT breaks

Recap In April we outlined proposed rules for IHT breaks for £1M homes. Back then it was thought that couples would…

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