IHT
Rensburg Sheppards IHT AIM portfolio continues to hit the mark
Rensburg Sheppards' Inheritance Tax Planner (RSITP) has maintained its number one position in the latest review of AIM IHT managers by Tax Efficient Review, which covers the first half of the year to 30 June 2008.
Tory IHT promise likely to lead to planning complacency
Inheritance Tax planning specialist and wealth manager WAY Fund Managers Ltd has issued a red alert to households believing they will escape IHT in the event of a Tory government raising the IHT threshold to £2m.
Lincoln launches new Discounted Gift Bond
Lincoln Financial Group announces the launch of its new Discounted Gift Bond. The bond is linked to a Discounted Gift Trust and offers an effective inheritance tax planning solution where settlors can move money out of their estate whilst still retaining an income.
AXA launches Estate Planning Account
AXA Wealth Management has added the Estate Planning Account with guarantees to its range of offshore propositions.
SIPP By-Pass Trust from Fidelity aims to cut IHT liabilities
Fidelity FundsNetwork has launched a SIPP By-Pass Trust to help advisers tackle the increasingly complex tax burden faced by their clients.
Standard Life helps individuals protect investments from IHT
Standard Life has widened its estate planning proposition by increasing the investment options available within its Gift Plan.
When is tax free not tax free?
AEGON Scottish Equitable is warning advisers to be aware of their clients' potential inheritance tax liability that may be incurred if they have amassed a large portfolio of tax free savings such as PEPs and ISAs.
CTC continues to offer a proven IHT mitigation product
The Close Trading Companies (CTC) team at Close Investments, believe that investors are continuing to seek proven methods to mitigate their IHT allowance.
Scottish Life International draft trusts remain beneficial
Scottish Life International has evaluated its range of draft trusts and is pleased to announce that they remain appropriate in the post budget environment.
Take advice or lose new inheritance tax benefits
AXA Wealth Management warns that many couples could lose the benefits of the new transferable nil rate tax bands for inheritance tax, if the new rules are not fully explained.
Standard Life welcomes 30-fold increase to IHT reporting limit
Standard Life has welcomed the publication of new IHT regulations which will greatly simplify the compliance and reporting involved for many lifetime gifts.
Spring clean your estate planning, advises Standard Life
Despite a will being the key part of everyone’s overall financial and estate planning, the most recent Wills and Trusts Research Report from Standard Life has revealed that people are still not putting their personal affairs in order.
Three out of four Brits have no will power
Three quarters of people in the UK (74%) do not have a will, leaving their families walking a financial tightrope when they die, new research from Friends Provident, the FTSE 100 life and pensions company, has revealed.
Independent research puts Rensburg Sheppards on top
The Inheritance Tax Planner portfolio service from Rensburg Sheppards has beaten 21 other providers for performance and service to claim first place, according to a new research report conducted by the Tax Efficient Review.
More people being caught by IHT due to rising house prices
The average detached house price in Greater London is now £588,604. It is therefore easy to see why the Conservatives feel that this tax is unfair and why they are advocating that the threshold should be increased from £300,000 to £1,000,000.