2 Tax Pensions Tax How ‘most valuable’ IHT exemption could help clients prepare for pensions raidBy Neil MacLeod The introduction of pension freedoms provided a generous opportunity to use pension…
1 Tax Tax Loan trusts on death: Everything you need to knowBy Neil MacLeod Loan trusts are one of the most flexible trusts when it comes…
Tax Tax Technical Area Clearing the confusion on latest trust register rulesBy Neil MacLeod The introduction of the trust register has led to additional administration for…
Advisers Technical Area M&G: What to do when trustees changeBy Neil MacLeod When trustees change or die it’s important to check the provisions of…
2 Vulnerable clients Advisers Business Long Term Care Vulnerable clients M&G: Why power of attorney is no Will substituteBy Neil MacLeod Three questions to consider before making a gift on behalf of a…
1 Tax Tax Technical Area Maintaining control of IHT-mitigating giftsBy Neil MacLeod Helen is a wealthy widow in her late 60s. She inherited all…
Tax Tax Technical Area Finding alternatives to burdensome bereaved minor’s trustsBy Neil MacLeod How to bypass onerous reporting requirements and other tax implications