Tag "IHT"

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Analysis , Editor's Picks , News , Property , Viewpoint

Is the new family home tax perk all that it seems?

On the face of it, the new additional inheritance tax (IHT) Residence Nil Rate Band (RNRB), commonly known as the ‘family home allowance’, which came into effect this April seems

Alternative Investments , Analysis , Editor's Picks , News , Shares , Small Caps , Tax Efficient Investing , Viewpoint

AIM for the end of the tax year

AIM, the London Stock Exchange’s international market for smaller growing companies is often overlooked when it comes to last minute ISA investing. But those taking out ISAs at the end

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Reasons for building a portfolio using AIM

AIM, London Stock Exchange’s (LSE) international market for smaller growing companies, is often misunderstood as an investment opportunity but it is well worth considering for investment returns and for inheritance

Analysis , Editor's Picks , News , Shares , Tax Efficient Investing , Viewpoint

Quality of stocks on AIM improves

Over the 7 months to the end of July 2016 there were 30 new admissions (excluding reverse takeovers and re-admissions) to AIM. Of these, 25 were qualifying for IHT planning

Analysis , Editor's Picks , News , Tax Efficient Investing , Viewpoint

Top tips to mitigate inheritance tax

Careful estate planning of the Duke of Westminster meant that when he suddenly died last week, his £9bn estate passed directly to his 25 year old son who will only

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Time to review your inheritance tax planning

The end of March signals the end of the tax year, an excellent opportunity to review long term financial and wealth planning, particularly inheritance tax There have been a number

Analysis , Shares , Tax Efficient Investing

Common sense tax efficient investing

We are in an environment of low economic growth and low inflation, so realistically we may well see more modest stock market growth over the coming years as a result.

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Spate of improvements to critical illness cover

Ageas, Bright Grey, Friends Life, PruProtect and Scottish Provident have all chosen to upgrade critical illness cover within the last month and in many instances the alterations are substantial and

Analysis , Shares

Not all insurers cover children’s illness

This may be because advisers tend to focus on the main aspects of these plans such as cancer cover. Additionally, few consumers actually read their plan documents and therefore fail

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Critical illness cover is getting better

Ageas kicked matters off in January with a number of solid improvements and they were followed by LV=, Zurich, Aviva and more recently Beagle Street. Beagle Street is an interesting