Inheritance tax – Post-mortem relief for quoted shares
13th May 2022 | Posted in Articles, Capital Gains Tax, IHT, Inheritance Tax, Trusts and Estates by Michael Hodgson
The issue With the cost-of-living crisis, the war in Ukraine and the prospect of a global recession, the UK stock markets…
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Business property relief (BPR) and the ‘binding contract trap’
21st January 2022 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Michael Hodgson
The issue BPR is an important inheritance tax (‘IHT’) relief which many business owners will rely on as part of their…
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Pre-sale Inheritance Tax planning
29th October 2021 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Laura Hutchinson
The issue Despite previous consultations on the possible changes or ‘simplification’ of Inheritance Tax (‘IHT’), no changes were made during this…
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Use loans for an inheritance tax (IHT) ‘halfway house’
1st October 2021 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
The issue From a purely tax perspective, IHT exposure can be limited by reducing the assets held at death. As such,…
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Don’t forget to transfer the inheritance tax (IHT) nil rate band!
17th September 2021 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates, Non Domicilliaries by Andrew Marr
The issue Since 9 October 2007 the inheritance tax nil rate band can be transferred from one spouse to another. Any…
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Trust Registration Service – are you in the know?
4th January 2021 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates, Private Client, Trusts and Estates by Forbes Dawson
For any private clients who have established trusts, or for professional advisers who handle/administer trusts you need to be aware of…
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Spanish property tax traps
18th September 2020 | Posted in Articles, IHT, International Tax by Andrew Marr
The issue Many UK individuals own Spanish property and for many this has been a dream, the realisation of which proves…
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Financial meltdown creates opportunities
13th March 2020 | Posted in Articles, IHT by Forbes Dawson
The issue World stock markets are in disarray and anything which could act as an enjoyable distraction is being cancelled. There…
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HMRC secret unit targets family investment companies!
28th February 2020 | Posted in Articles, IHT by Andrew Marr
The issue There have been a few articles in the press over the recent weeks about a secret HMRC unit working…
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