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Language of IHT_189x157

Language of Inheritance Tax (IHT)

Would more IHT planning be done if we didn't talk about IHT planning?

Where theres a Will_142x122

Where there's a will there's a way

In this article we explore the limited circumstances under which the Probate Service will now accept online applications from personal applicants.

A trio of tax_142x122

A trio of tax

Over the last few months I have written about a whole range of trusts. I am now moving on to the taxation of discretionary trusts where I will cover over the next three months, the entry charge, the periodic charge and the exit charge.

Pension commencement_142x122

Pension Commencement Lump Sum recycling

When does the Pension Commencement Lump Sum recycling rule apply?

Mandating income_142x122

Mandating income on an interest in possession trusts

In this article we explore income tax aspects of interest in possession trusts and in particular recent guidance on 'mandated income'.

7 reasons to wrap_142x122

7 reasons to wrap up collectives

As happens every 6 April, the new tax year begins. This also gives the availability to use that year's allowance. For most of these allowances it's a 'use it or lose it' scenario for the tax year in question.


Questions from technical helpline - tax and trusts

This edition covers some common questions about Power of Attorney.

Questions from Technical Helpline - Pensions

Questions from the technical helpline - Pensions

This month we continue on our recent theme of Lifetime Allowance, this time looking at some common questions we are asked about LTA protection.



Learning objectives and CPD test

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