IHT

Best Practice | 4 Apr 18

Investors and savers have just one day left to take advantage of the current tax exemptions and benefits before new rules come into force in the UK on 6 April.

Best Practice | 13 Mar 18

The marriage of late comedian Ken Dodd to his long-term partner, and the fact that HM Revenue & Customs lost out on nearly £3m ($4.2m, €3.4m) as a result, has prompted questions about the timing of financial planning, especially so-called “deathbed planning”.

Best Practice | 13 Mar 18

The final joke was on the UK taxman, as Liverpudlian comedian Sir Ken Dodd married his partner of more than 40 years just days before his final curtain, ringfencing his fortune from IHT.

Investment | 21 Feb 18

Portfolios targeting inheritance tax mitigation have a new benchmark.

Best Practice | 21 Feb 18

The UK’s Office of Tax Simplification (OTS) will publish a report on the processes and complexities around inheritance tax (IHT) in autumn 2018, opening the door to the possibility that IHT could be simplified within the next two years.