IHT
Best Practice | 24 Jan 18
UK wealthy struggle to understand inheritance tax
More than two thirds of UK consumers with assets of more than £325,000 ($454,305, €370,339) do not know their estate may be liable for an inheritance tax (IHT) bill, according to research by Canada Life.
Best Practice | 11 Jan 18
10 steps to avoid being hit with 40% IHT in 2018
With inheritance tax payments hitting a record high at the end of 2017, the new year is a good time for advisers to ensure that clients are being as tax efficient as possible when passing on wealth to future generations, law firm Collyer Bristow has advised.
Straight Irish men to marry in IHT dodge
Two heterosexual men in Dublin are to tie the knot so that one can inherit the house of the other without being hit with inheritance tax.
Quilter Cheviot unveils Aim strategy
Quilter Cheviot has launched a strategy investing in the alternative investment market (Aim), targeted at UK-based high net worth investors.
Best Practice | 7 Sep 17
Conflict of views on offshore bond IHT rules vexes adviser
Two international life companies gave conflicting views on the tax treatment of offshore bonds to chartered financial planner Patrick Murphy, of Zen Wealth, in his quest to offer fee-based advice for his UK domiciled clients who have been tax resident in Spain for 10 years.