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…
Read moreInheritance Tax Planning for Indian and Pakistani domiciled clients
16th June 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Non Domicilliaries, Private Client, Trusts and Estates by Forbes Dawson
Those individuals who live in the UK but have a father who was born outside the UK, may have what is…
Read moreWill £1M homes be IHT-free under a Conservative Government?
28th April 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client, Property Tax by Forbes Dawson
Will £1M homes be IHT-free under a Conservative Government? There have been many headlines flying about recently about the prospect £1M…
Read moreMake sure you don’t lose out on your pension allowance!
30th March 2015 | Posted in Articles, Featured Articles, Inheritance Tax, Trusts and Estates, Private Client by Forbes Dawson
The Issue With the ‘pension revolution’ that will take place on 6 April 2015 many people are coming out of the…
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