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IHT

No IHT on drawdown funds, deeds of variation get reprieve

Tax & Regulation | 25 Nov 15

No IHT on drawdown funds, deeds of variation get reprieve

Inheritance tax will not be charged when pension scheme funds are earmarked for drawdown but do not draw all of the funds before death, the Autumn Statement said.

UK non-dom changes unfair, unreasonable, disproportionate

Tax & Regulation | 20 Nov 15

UK non-dom changes unfair, unreasonable, disproportionate

Plans that would effectively end the UK’s non-domicile status for tax purposes have the potential to do more harm than good and could be contrary to EU law, according to the Institute of Chartered Accountants.

Old Mutual warns of UK pension transfer IHT trap

Retirement | 10 Nov 15

Old Mutual warns of UK pension transfer IHT trap

Savers suffering from ill health could see their pension pots subject to inheritance tax if they transfer to a scheme that gives them greater access to the UK’s pension flexibilities, Old Mutual Wealth has warned.

Culling UK deed of variation ruling puts families ‘at risk’

United Kingdom | 6 Nov 15

Culling UK deed of variation ruling puts families ‘at risk’

Abolishing the UK’s deed of variation legislation as a means of tackling tax avoidance could risk causing distress to bereaved families, warned the Association of Taxation Technicians.

Unicorn launches IHT portfolio service

Products | 2 Nov 15

Unicorn launches IHT portfolio service

Unicorn Asset Management and WM Capital Management have launched an Inheritance Tax Portfolio Service.

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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.