Inheritance Tax

Using your nil rate band to create debts against your estate

Thursday, May 17th, 2007

Reader Writes:

I read your articles over the last few weeks on inheritance tax and splitting trusts. I wonder if you could explain how the recent case will affect those who use their nil rate band to create debts against their estate.

Tags: capital gains tax, CGT, estates, Inheritance tax, nil rate band, Phizackerley case

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Inheritance Tax & Gifts

Wednesday, May 2nd, 2007

Reader Writes:

Following last week’s column we still have a number of Inheritance Tax questions unanswered.

If I am making gifts or gifts into trusts which order should I do them in?

Tags: Gifts, Inheritance tax, life insurance policies, Potentially Exempt Transfer, trusts

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Inheritance Tax Trust Splits

Thursday, April 26th, 2007

Reader Writes:

Following your article on Inheritance Tax Planning I had a number of questions, perhaps you could help?

Tags: Inheritance tax, nil rate band, Potentially Exempt Transfers, Rysaffe, trusts

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Children’s Savings Plan

Wednesday, April 18th, 2007

Reader Writes:

I was considering a savings plan for my children and wondered what options are available for me. I understand the government have also changed their mind in relation to gifts into trust for children.

Tags: child trust funds, national savings and investments, offshore bonds, pensions, trusts

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