Tax Bite – Spousal bypass trust can mitigate IHT

This week we are looking at inheritance tax (IHT) strategies using a pension scheme. A number of business owners and high-net-worth…

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Tax Bite – Inheritance Tax Planning for the family home

There are still quite a few opportunities involving inheritance tax planning for the family home. One simple idea involves giving the…

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Tax Bite: Getting funds into a trust without paying 20% inheritance tax charge

Up until 2006 trusts were a very good way of extracting value from your estate without losing control. Rules came in…

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“Tax Planning for the Entrepreneurial Client” – 9 December 2013

Slides are now available for download from our recent seminar “Tax planning for the Entrepreneurial Client – Innovative and Proven Strategies”…

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Forbes Dawson Tax Bite: Annual tax on enveloped dwellings

Return due on 1 October 2013 Recap There is a new annual tax charge (ATED) for UK residential property owned by…

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Inheritance Tax on Pension Schemes – Ask an Expert

This article originally featured in Tax Journal magazine on 20 June 2013 Ask an expert – Inheritance tax on Pension Schemes…

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