Not 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…
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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…
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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…
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Elect to pay less tax on a ‘failed PET’
14th October 2016 | Posted in Inheritance Tax, Trusts and Estates by Laura Hutchinson
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
27th June 2016 | Posted in Articles, Inheritance Tax, Trusts and Estates by Andrew Marr
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
26th February 2016 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client by Forbes Dawson
A little planning can go a long way. The period leading up to 5 April is one of the best times…
Read moreAutumn Statement 2015
25th November 2015 | Posted in Articles, Business Tax, Corporation Tax, Employee Incentive Arrangements, Employment Tax, Inheritance Tax, Trusts and Estates, International Tax, Private Client, Property Tax, Tax Risk and Investigations, Trusts and Estates by Forbes Dawson
There was much negative speculation about today’s Autumn Statement. This was fed in part by the fairly dramatic budget in July…
Read moreTaking real estate out of the estate
15th October 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client, Property Tax by Laura Hutchinson
The recent attack on deductibility of interest on borrowings may put people off investing in residential properties in the future. In…
Read moreYou don’t need to own a £1M home to benefit from IHT breaks
28th July 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client, Property Tax by Forbes Dawson
Recap In April we outlined proposed rules for IHT breaks for £1M homes. Back then it was thought that couples would…
Read moreSometimes it is good to use offshore companies
15th July 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Non Domicilliaries, Private Client, Trusts and Estates by Forbes Dawson
Sometimes it makes sense to use an offshore registered company to carry out UK trading and investment activities.Even though such a…
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