Category Archives: Investments

Family Investment Companies

FICOs as a possible trust alternative in estate planning with larger estates.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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Tax efficient investing beyond the lifetime and annual allowances

A brief consideration of the main ways to tax efficiently invest beyond pensions with special focus on the role that investment bonds canplay as long term tax efficient investments.

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Age 75 Test

A reminder of how and which funds are tested at the age 75 test and the impact of exceeding the lifetime allowance.

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Year End Tax Planning: Income Tax and Investments

A summary of “do not forget” strategies to minimise tax and maximise tax efficiency.

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Pension Transfers and IHT

The Staveley case and what it might mean for pension transfers by individuals in ill-health.

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Individual Protection Deadline Approaching

Time is running out but there is still time to apply if you know how to spot those impacted.

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Life Policy Taxation Changes

Proposals for new rules on the taxation of part surrenders and part assignments of investment bonds.

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Capital Gains Tax and Entrepreneurs’ Relief

The conditions  to be satisfied to become entitled to entrepreneur’s relief and why they need to be taken into account in relation to any corporate investment.

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Capital Gains Tax Changes and the Budget

The change to the rates of capital gains tax and their implications for investment planning

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