Rights issues and business property relief (BPR)
2nd July 2018 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates by Andrew Marr
The issue Business property relief (BPR) is an important relief which fully exempts certain assets from inheritance tax (IHT). One of…
Read more
Dodd’s planning leaves diddy IHT bill
16th March 2018 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates by Andrew Marr
The national papers have made much of Ken Dodd ‘having the last laugh’ by marrying Anne, his partner of 40 years…
Read more
IHT efficient share investment
12th February 2018 | Posted in Articles, Inheritance Tax, Trusts and Estates, Private Client by Andrew Marr
Business property relief on shares in unquoted trading companies Most people will be aware that shares in an unquoted trading company…
Read more
Heterosexual men marry for tax reasons!
9th January 2018 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates by Andrew Marr
As reported in the news last week, two Irish men have married in Dublin to avoid paying €50,000 in inheritance tax…
Read more
Deathbed tax planning from HMRC!
6th October 2017 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client by Laura Hutchinson
GAAR HMRC’s guidance on the tax general anti-abuse rules (‘GAAR’) makes interesting reading because they kindly set out certain juicy bits…
Read more
The New Trust and Estate Register – a further untimely headache for professional advisers
22nd September 2017 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates by Rebecca Bedford
Previously when new trusts were created they only had to be registered with HMRC if they had a UK tax reporting…
Read moreSurplus cash in a trading company (too much of a good thing?)
4th August 2017 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates by Forbes Dawson
Surplus cash problem Surplus cash in a trading company is not always a good thing! Its existence can impact upon the…
Read moreNot all U.K. bank accounts subject to inheritance tax
3rd February 2017 | Posted in Articles, Inheritance Tax, Trusts and Estates by Laura Hutchinson
The Issue Although UK domiciled and UK deemed domiciled individuals are subject to inheritance tax (IHT) on their worldwide assets, individuals…
Read more
Forbes Dawson’s Laura Hutchinson writes for Equinox magazine
21st November 2016 | Posted in Inheritance Tax, Trusts and Estates, Practice News, Private Client, Property Tax by Forbes Dawson
Forbes Dawson’s Laura Hutchinson is a contributor to the newest edition of Equinox magazine, wealth management company, Equilibrium’s biannual publication. Her…
Read more
ISAs live on after death!
18th November 2016 | Posted in Articles, Inheritance Tax, Trusts and Estates, Private Client by Forbes Dawson
New rules mean that assets can now be passed on to spouses or civil partners and retain their tax-exempt status in…
Read more
