News: October 2015


Will your client’s choice of executor mean more tax?

15 October 2015

How do your clients choose the executor(s) of their Will? Being married to the will-maker is often the only qualification needed to secure an appointment! Otherwise it might be the person’s suitability to the demands of the role, or their willingness to act. Tax efficiency is often overlooked. However, a will-maker’s choice of executor (and […]

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IHT Same Day Additions – where are we now?

1 October 2015

Does using multiple trusts save Inheritance Tax (IHT) still, or has IHT planning with multiple trusts been effectively abolished? When the second Finance Act of 2015 comes into force later on this autumn, we will finally have the answer. Those with enough spare memory to remember shelved legislation will recall that this time last year, […]

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