Category Archives: Inheritance Tax

All Asset Intergenerational Estate Planning

How to effectively take an “all asset “ approach to intergenerational estate planning.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

All Asset Estate Planning

The importance of taking an “all asset” approach to holistic estate and intergenerational planning.

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

IHT Planning and IHT Reclaim with Reduced Value Investments

The opportunity reduced investment values can offer for IHT gifting strategies and potential IHT reclaims on sale of qualifying investments within 12 months of death.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Professional Edge – IHT Provision by Beneficiaries

How beneficiaries can simply pay for life cover to meet IHT arising on the death of the life assured /last of the lives assured to die.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Overview of the Key Inheritance Tax Exemptions

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

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

The OTS Recommendations for Simplifying Inheritance Tax

A summary of the key recommendations made by the OTS for simplifying inheritance tax that are most relevant for financial planners.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

An Overview of the Residence Nil Rate Band

The fundamentals of the Residence Nil Rate Band explained.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

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.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

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.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

OTS Review of Inheritance Tax

The Chancellor’s brief to the OTS and the potential outcomes from the review for inheritance tax as we know it currently.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.