What should you do with AIM portfolios?
30th May 2025 | Posted in Articles, IHT by Andrew Marr
Up until 5 April 2026 AIM portfolios that have been held for two years will benefit from full inheritance tax (IHT)…
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Depreciating assets are good for inheritance tax!
16th May 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
There is a whole group of profligate old people who smugly declare that they are ‘SKIers’. Here SKI stand for ‘Spend…
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What options are there for AIM shares after the October budget?
31st January 2025 | Posted in Articles, IHT by Andrew Marr
Acquiring AIM share portfolios has been a tempting inheritance tax (IHT) planning opportunity for many years. This is because once they…
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Death bed planning for business assets more relevant than ever!
24th January 2025 | Posted in Articles, Business Property Relief, IHT by Andrew Marr
In previous Tax Bites we have discussed the benefits of inter-spouse transfers before the death of one of the spouses. Example…
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Does it make sense to gift ISAs as an IHT planning strategy
10th January 2025 | Posted in Articles, IHT by Andrew Marr
Wealthy families often have significant wealth stored in ISAs which they have built up over their lifetime. Although ISAs are a…
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Who were the Budget’s inheritance tax (IHT) winners?
20th December 2024 | Posted in Articles, IHT by Andrew Marr
The 30 October budget was for many people an IHT nightmare. Business and farm owners saw IHT reliefs which had previously…
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Death to inheritance tax (reliefs)
8th November 2024 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Forbes Dawson
With more drama than the TV show Succession in last week’s Budget, the introduction of a reduction to Business Property Relief…
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Can you recycle Business Relief?
16th February 2024 | Posted in Articles, IHT by Forbes Dawson
Business Relief (BR) is a very valuable relief which can reduce inheritance tax (IHT) on death. Perhaps the most common asset…
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IHT cuts and can they be relied on?
20th November 2023 | Posted in Articles, IHT by Andrew Marr
Rumours are flying about in the media around inheritance tax (IHT) cuts which are set to be announced by Jeremy Hunt…
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Should I gift my property to my company?
25th August 2023 | Posted in Articles, Capital Gains Tax, IHT, Inheritance Tax, Trusts and Estates, Private Client, Property Tax, Stamp Duty Land Tax by Tom Minnikin
We were having a debate in the office this week about what is the costliest mistake that anyone had come across…
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