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Last month I reviewed a potential IHT scenario, where a widower is faced with a potential IHT tax bill of £340k: to arise on his death based on a chargeable estate of £1.5million. What action could be done to mitigate this anticipated liability? ...
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Wills and Estates Life Time Planning Issue 34 Over coming months, I will review various life time planning scenarios which will cover both pre and post retirement situations with an overall strategy of reducing exposure to IHT...
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Wills and Estates Joint Tenancy and Inheritance Tax Issue 33 This month I will examine joint ownership and its application under Inheritance Tax (IHT). Readers may recall that beneficial ownership can pass either direct by survivorship ( a...
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Wills and Estates Joint Tenancy and Inheritance Tax Issue 33 This month I will examine joint ownership and its application under Inheritance Tax (IHT). Readers may recall that beneficial ownership can pass either direct by...
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Wills and Estates Joint ownership Issue 31 An issue that frequently occurs with clients, considering inheritance planning, is that of joint ownership: frequently there is confusion over the type of joint...
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Wills & Estates Changes in CGT taxation and what they mean for you? Issue 30 This, and next month’s article, will review the envisaged CGT taxation changes, that could apply to fine art/antiques...
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Wills and Estates Bare Trusts: how to use such vehicles as to a tax efficient wrapper for grandparents (or parents) who wish to make provision towards the costs of higher education. Issue 29 Continuing my review of...
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Wills and Estates Minors entitlement: in particular, taxation aspects of a Bare Trust relating to Inheritance Tax (IHT) and Capital Gains Tax (CGT) Issue 28 This month I continue with issues relating to minors...
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Wills and Estates Children (legally called minors): the taxation aspects of the BareTrust This month I continue with issues relating to minors entitlement: in particular, the taxation aspects of a Bare Trust. Readers will...
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Wills and Estates Children (legally called minors): their capacity both to make Wills and receive testamentary entitlement; how savings and investments, for children, are registered. This month I will review issues surrounding...
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Wills and Estates The (legal) process that making of gifts should entail. With New Year upon us and future financial /estate planning in mind; this month I will review the (legal) process that making of gifts should entail. ...
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Wills and Estates Principal Taxation changes 2010 This month’s article will review the principal taxation changes, that may apply to estates and trusts, following the Finance Act 2010. Estate Administration Personal representatives...
