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Wealth questions: Avoiding inheritance tax
I want to make a substantial lifetime gift to my children in the hope that I live for seven years and so avoid IHT on the transfer. Is there a way of ensuring that my daughter’s husband does not become entitled to a share?
How to beat pre-Budget tax increases
Buyers of £500,000-plus homes and owners of second properties may be able to avoid potential tax rises in the pre-Budget report on December 9 by taking action now
Tax amnesties get off to a slow start
Just 27 taxpayers have registered with HMRC since the Liechtenstein Disclosure facility was opened on September 1.
TUC to propose tax relief cap for top earners
The union will argue that the government should repair the UK’s public finances by making those who earned more during the economic boom pay a fairer share of tax
Super-rich buy gold and sell hedge funds
The world’s wealthiest families are shifting out of equties in the wake of the financial crisis, according to a survey of family offices and advisers of the super-rich
Pensioners could be eligible to reclaim tax
Non-taxpayers can reclaim money on savings that were taxed at the wrong level
Tax boost for Santander shareholders
More than 100,000 shareholders with Santander, the Spanish bank that owns Abbey and Alliance & Leicester, are receiving a tax boost to their latest dividends by taking the distribution in new shares rather than cash
Solicitors warn against DIY estate planning
Far more people are turning to their bank manager and the internet for advice on estate planning – raising concerns from solicitors that the advice given may not be adequate
HMRC takes tough line on IHT valuations
Individuals’ estates could be hit by thousands of pounds in fines after HM Revenue & Customs said it would take a tougher line on inheritance tax valuations, warns lawyers.
Use trust to pass house to heirs
My husband and I are rewriting our wills to leave our half-shares of the family home to our three adult children – rather than to each other. Is making them the executors of our wills sufficient control?
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