Tag Archives: IHT

Overview of the Key Inheritance Tax Exemptions

A summary of some of the main inheritance tax exemptions that an individual could take advantage of.

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IHT Simplification – The OTS Review

The first part of the OTS report on IHT simplification and it’s possible implications for the future of IHT administration.

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DOTAS and IHT – Examples of what’s not caught

HMRC have given examples of what arrangements will not be treated as abnormal or contrived for the new DOTAS IHT Hallmark- good news for financial planners.

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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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Latest IHT Stats and Resulting Opportunities

Property and investments drive the major part of the IHT liability for the 8% of estates that will suffer a liability. Planning opportunities for the greater than 8% of adviser clients for whom inheritance tax is something they will want to “do something about”.

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