Category Archives: Inheritance Tax

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.

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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.

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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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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.

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An Overview of the Residence Nil Rate Band

The fundamentals of the Residence Nil Rate Band explained.

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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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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.

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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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