Published in The Times on September 18, 2020, the judgement finds that a transfer of a terminally ill person’s pension fund from one scheme to another which, though potentially conferring inheritance tax advantages on her sons, was done with the sole intention of...
Sanlam UK has launched an Inheritance Tax (IHT) Service which, it said, will enable clients to mitigate IHT liabilities and generate long-term growth by investing in smaller companies. The idea is that by investing in a diversified portfolio of shares listed on...
GrowthInvest, the independent platform for advisers and their clients in the tax efficient investment arena, has launched a series of webinars for advisers. Called The GrowthInvest Adviser Hour, it focuses on tax efficient investments and is produced in...
Chancellor Philip Hammond has written to the Office of Tax Simplification asking for a review of inheritance tax (IHT). His aims, Hargreaves Lansdown told IFA Magazine, are as follows: a simpler, fairer and better system; a focus on technical and administrative...
Wealth Club, the dedicated investment service for HNWs, has acquired Clubfinance, the execution-only discount broker. The...
Matt Taylor, Managing Partner of Rockpool Investments, explains an alternative IHT mitigation strategy which uses lending for BPR...
Advisers can now access Stellar Asset Management’s asset-backed IHT portfolios via the CoInvestor platform. This follows a new...
LGBR Capital has launched a new series of educational seminars for advisers. Running throughout Q3, the CPD accredited seminar...
We’re very excited to reveal issue our third issue! You can read online below or download the PDF version here.
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