Inheritance Tax - Planning

16 June 2025

Creating and enhancing a strong adviser/client relationship with a spouse or partner of your "main client"
The fundamental contributors to creating and enhancing a strong adviser/client relationship with the female spouse or partner of your “main client”

13 June 2025

IHT and estate protection - using term assurance and gift inter-vivos policies to protect your clients' lifetime gifts from IHT
How to use term assurance and gift inter-vivos protection policies effectively to protect lifetime gifts

13 June 2025

Intergenerational Planning: Spouse to Spouse/Partner to Partner
Why having a strong relationship with the spouse or partner of your “main client” is so important

11 June 2025

Intergenerational Planning: an " all family" approach
Why taking an “all family “approach to Intergenerational planning is hard. Why being intentional and having a structured plan is so important

16 April 2025

Inheritance tax and long-term UK residents - new HMRC guidance
How new long-term UK residence rules affect inheritance tax from 6 April 2025

17 March 2025

The transferable nil rate band in estate planning
Maximising the availability of the transferable nil rate band (TNRB) and other planning on the first death of a couple

17 March 2025

A useful guide to inheritance tax computations
Calculating the amount of inheritance tax payable

28 February 2025

Loan trusts - what you need to know
How a Loan Plan works

26 February 2025

Home loan IHT avoidance scheme succeeds on appeal
A recent tax case in which the use of a home loan scheme to avoid inheritance tax (IHT) on a property was found to be valid by the Upper Tax Tribunal

09 January 2025

Nil rate band planning with cash and investments - what you need to know
How to make the best use of the nil rate bands including the residence nil rate band

18 December 2024

Discounted gift trust using an international/offshore capital redemption bond
The structure and operation of a discounted gift trust using an international (offshore) capital redemption bond

17 December 2024

Discounted gift trusts - in detail
Discounted gift trusts, including their advantages and disadvantages

17 December 2024

Loan trusts - loan only using a flexible/discretionary trust
Structure and operation of flexible/discretionary loan trusts