IHT
People Moves | 30 Jun 14
ioma restructures intermediary sales team
IOMA has expanded its sales function to enable access to a wider range of products across life, pensions and investments.
Skandia praises HMRC for preventing IHT
Skandia has said that while HM Revenue & Customs prevented a mass headache by leaving existing trusts out of its proposed reforms to the calculation of inheritance tax, it will create thousands of new demands for financial advice.
Retirement | 11 Jun 14
HMRC accused of assault on trusts
A leading tax specialist has described recent proposals by HM Revenue & Customs to crack down on inheritance tax avoidance as the latest in a series of assaults which may lead to the ultimate demise of trusts.
Tax & Regulation | 9 Jun 14
HMRC trust proposals target IHT avoidance
HM Revenue & Customs has proposed a limit to the amount an individual can transfer into a series of trusts tax free, in its latest attempt to crack down on the use of multiple trusts to avoid inheritance tax (IHT).
IOMA launches estate planning product
IOMA has broadened its product range with the introduction of an estate planning tool designed to regulate the distribution of client wealth to child beneficiaries.