Bespoke - for private clients
Thursday, July 26, 2012 | Posted by: Mike Hyland
Categories:
Business,
Personal,
Protecting your wealth
| Tags: tax,
capital gains tax,
inheritance tax,
CGT,
IHT,
Mike Hyland,
shares,
sale,
BPR,
Entrepreneurs' Relief,
Business Property Relief,
Entrepreneurs’ Relief,
non-trading assets,
holdover relief,
company sale,
HMRC clearance,
trading company,
trading status,
investment assets
There are a number of reliefs that can help company owners mitigate capital gains tax (CGT) on selling or giving away their shares, and inheritance tax (IHT) on their death or on a gift into trust. A general requirement for all of these reliefs is that your company or corporate group must be ‘trading’. Here I’ll explore what this means and how the position might be optimised.
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Thursday, September 15, 2011 | Posted by: Naomi Smith
Categories:
Personal,
Protecting your wealth
| Tags: tax planning,
inheritance tax,
IHT,
gifts,
Naomi Smith,
will,
estate planning,
BPR,
Business Property Relief,
IHT planning,
deathbed planning,
death duties,
death taxes
The concept of death taxes can come as a surprise to many. If you haven’t done any estate planning and you are looking for a quick fix, what options are available?
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Tuesday, July 26, 2011 | Posted by: Naomi Smith
Categories:
Business,
Protecting your wealth
| Tags: business,
tax,
property,
inheritance tax,
IHT,
relief,
liability,
Naomi Smith,
estate planning,
commercial property,
BPR,
Business Property Relief,
IHT planning,
exemtpion
The lesser-known pitfalls surrounding business property relief may leave your business at risk of a very large and unexpected inheritance tax bill. Let the horror stories of Mr Wealthy and Ms Success be a lesson to those who think they are exempt from death and taxes…
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Friday, January 14, 2011 | Posted by: Francesca Lagerberg
Categories:
Personal
| Tags: tax planning,
inheritance tax,
IHT,
relief,
trading,
exemptions,
estate planning,
BPR,
Business Property Relief,
estate management,
APR,
farming,
holding of investments,
Agricultural Property Relief
Inheritance tax (IHT) is increasingly becoming a major tax burden. Despite assurances in various election manifestos, little has been done by the new coalition government to alleviate this and with a black hole in the economy to fill, the prospect of a major reform seems increasingly unlikely. With this in mind, a recent case reached an interesting conclusion, which may be important for landowners to consider as the IHT savings could be significant.
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Thursday, October 14, 2010 | Posted by: Sue Knight
Categories:
Protecting your wealth
| Tags: tax,
entrepreneurs,
tax planning,
Sue Knight,
IHT,
debt,
reduce,
inheritance,
minimise,
pilot trusts,
BPR,
strategies,
personal
Using one of the search engines to find information on inheritance tax (IHT) will bring up some simple steps to reduce it, but once these are exhausted what other ideas are available?
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