Tag Archives: Inheritance Tax

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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DOTAS & IHT Planning

The new disclosure of tax avoidance schemes (DOTAS) draft regulations and their possible impact on IHT planning.

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