IHT
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.
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
Unicorn Asset Management and WM Capital Management have launched an Inheritance Tax Portfolio Service.
DeVere forms alliance with law firm
International IFA giant deVere has partnered with global law firm Stephenson Harwood to offer its clients access to legal advice on financial planning issues.
Tax & Technical | 13 Oct 15
EU succession regulation moves beyond borders
Intended to simplify succession law throughout the EU, legislation known as ‘Brussels IV’ now applies to the estates of deceased people in most EU countries.