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Estate Planning

IHT knowledge gap means unexpected tax bill for many

Best Practice | 17 Oct 16

IHT knowledge gap means unexpected tax bill for many

More than three in five UK adults with assets above the individual inheritance tax (IHT) threshold do not know what the limit is and are potentially putting their families at risk of an unexpected tax bill, according to Canada Life.

Concept Group launches ‘low cost’ Guernsey trust product

Products | 4 Jan 16

Concept Group launches ‘low cost’ Guernsey trust product

International pension provider Concept Group has launched an estate planning product which uses a Guernsey discretionary trust arrangement to wrap investment portfolios in a “cost efficient” manner.

New twist in IHT rules allows non property owners to gain

Tax & Regulation | 22 Sep 15

New twist in IHT rules allows non property owners to gain

People do not need to own a property to take advantage of the new UK inheritance tax rules, according to a detailed technical note released by HM Revenue & Customs.

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser. Site managed by Furness Media