IHT
Investment | 17 Feb 16
Financial advisers keeping it in the family
The majority of financial advisers (82%) expect to see increasing numbers of clients referring them to other family members, according to research from Investec Wealth & Investment.
OMW lifestyle trust targets growing IHT market
As HMRC remains focused on new rules for inheritance tax and trusts, Old Mutual Wealth has responded to calls for greater IHT flexibility with its newly launched lifestyle trust.
Tax & Regulation | 10 Feb 16
IHT tools to escape HMRC tax disclosure rules
Including popular inheritance tax planning vehicles in the UK’s tax avoidance disclosure regime would be a step too far, HM Revenue & Customs has agreed.
Alternatives | 19 Jan 16
Close Brothers AM sees record inflows into IHT service
UK wealth manager Close Brothers Asset Management (CBAM) said its Close Inheritance Tax Service (CITS), which can help investors reduce death duties, had raised a record £45m ($64m, €59m) in 2015.
Tax & Regulation | 8 Dec 15
Call to sort out IHT ‘mess of complexity and uncertainty’
The influential chairman of the UK’s Treasury Select Committee has called for a more simple approach to the planned rise in the inheritance tax threshold for the estates of those who die on or after 6 April 2017.