Tag Archives: Inheritance Tax

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.

Pension Transfers and IHT

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

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.

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”.

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 & IHT Planning

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