discounted gift trusts
There is a way to increase the amount you can give away each year without incurring a potential inheritance tax liability: Carl Lamb explains how regular gifts out of income can be used for estate planning purposes.
Helen Morrissey talks to industry specialists about the importance of estate planning and what advisers can do to raise awareness of the need to make adequate provision
Friends Provident International (FPI) strengthens its offshore product range with the launch of the Succession Planning Bond.
Other discounted gift trusts articles
Margaret Jago discusses the use of discounted gift trusts in inheritance tax planning
In much of public service, consultation is a bit of a buzz word. In East Sussex, the public are being consulted for their views on a new road, while in Norfolk they are being asked for their views on withdrawing funding for mental health care for older people.
Canada Life International is changing the valuation basis it uses for its discounted gift products after the Capital Taxes Office highlighted a change in position.
To read the trade press over the last few weeks, it would be surprising if one did not come to the conclusion that the inheritance tax planning market is now back into full swing.
Axa has revamped its estate planning bond trusts, and is to offer two versions of the trust instead of one, following the Budget changes to the Inheritance Tax (IHT) treatment of trusts.
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