Inheritance tax
CII/PFS accredited CPD learning that helps take your business forward
Thought Leadership our insights on current topics
- Bringing pensions into the IHT net
- Does it make sense to gift surplus pension income?
- IHT and the 14-year rule
- Residence nil rate band and complex family situations
- Taking the complexity out of the residence nil rate band
- What does the ‘Staveley‘ case mean for pension transfers in ill-health?
- Rising IHT - how trusts can help
- Helping grandchildren achieve a debt-free degree
- Loan trusts: don't pay the price when repaying the loan
- Trust Registration Service – HMRC issues updated guidance