Pre-sale Inheritance Tax planning

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’

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!

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?

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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How would a wealth tax look?

The issue Last week the Wealth Tax Commission completed it’s findings and concluded that a wealth tax would meet with general…

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Falling house prices mean Inheritance Tax refunds for many

The issue London house prices have dropped so much in value over the past year that anyone who has inherited a…

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Forsyth’s family gets a ‘Brucie bonus’

The issue It has widely been reported that Sir Bruce Forsyth’s will left all his estate to his wife to avoid…

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Are universal civil partnerships good for tax?

Following a June 2018 Supreme Court ruling allowing a mixed-sex couple to have a civil partnership, Prime Minister Theresa May has…

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Rights issues and business property relief (BPR)

The issue Business property relief (BPR) is an important relief which fully exempts certain assets from inheritance tax (IHT). One of…

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Dodd’s planning leaves diddy IHT bill

The national papers have made much of Ken Dodd ‘having the last laugh’ by marrying Anne, his partner of 40 years…

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