Tag "inheritance tax"

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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

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

Budget 2017 – 10 end of tax year saving tips

Recent Budgets and Autumn Statements have brought much cheer for the investor with the introduction of the pension freedoms, Lifetime ISA, dividend allowance, increases to ISA allowances, and reductions in

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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

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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

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

Pensions and the ‘D’ word

No one likes to talk about their own or their loved ones’ future demise, but unfortunately death is one of the few certainties in life. Whilst many recognise the importance

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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 , Editor's Picks , News , Tax Efficient Investing

Top year-end tax tips for high earners

With the end of the tax year in less than a month, there isn’t much time to organise your financial affairs. Every year many investors and high earners lose out

Property , Tax Efficient Investing

Will upsizing be better for you in retirement?

One of the headline announcements during the first Budget of an all-Conservative Government since 1996 was that couples can pass up to £1m of their assets, including the main family