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Latest Informer articles

Understanding the real benefit of ‘gross roll-up’

Understanding the real benefit of ‘gross roll-up’

‘Gross roll-up’ is a term used to explain a beneficial tax position of offshore bonds, find out how money can accumulate within a bond virtually tax-free. Topic:Trust & Taxation
Simplify your clients' ongoing tax & reporting obligations

How you can help to simplify your clients' ongoing tax and reporting obligations

When building a financial plan for your clients, any ongoing tax and reporting obligations are an important consideration. Topic:Trust & Taxation
Over 5,500 IHT investigations opened by HMRC in 18/19

Over 5,500 IHT investigations opened by HMRC in 18/19

With a rise in the number of IHT investigations opened by HMRC in recent years, it is more important than ever that advisers are able to help their clients. Topic:Trust & Taxation
View of inheritance tax report

Office of Tax Simplification Report on IHT issued

The long-awaited report outlining proposals to simplify the UK’s inheritance tax (IHT) system has finally been published. This article takes a look at the key proposals and the potential impact they could have. Topic:Trust & Taxation
Redemption bonds

Offshore redemption bonds – helping to provide enhanced control and flexibility in IHT and generation planning

Offshore capital redemption bonds are growing in importance as advisers recognise the enhanced control and flexibility they can offer families, especially when it comes to inheritance tax and generation planning. Topic:Investment planning
Top-slicing relief

Top-slicing relief – don’t shortcut the calculation

If you are feeling confused on how to calculate top-slicing relief on bonds, this article should provide you with some clarity. Topic:Investment planning
Power of attorney

Help your clients take control of their future – explain the benefits of power of attorney

When discussing your client’s needs, it is helpful to be aware of the benefits of a Lasting Power of Attorney which allows individuals to manage their approach to handing control to family, friends or a professional. Topic:Protection
Myth Buster

Shattering preconceptions and seeing offshore bonds in a new light

Many financial advisers have preconceived ideas when it comes to offshore bonds and the type of clients they may be suitable for. However, the changing landscape and new breed of bond solutions are opening up greater opportunities, helping build renewed interest and traction in this market. The following points shatter some of these preconceptions, helping you see offshore bonds in a new light. Topic:Investment planning
How parents could be risking their children’s inheritance

How parents could be risking their children’s inheritance

Having worked hard to build their wealth, parents naturally want to protect it and see it eventually pass to their children. However, parents could potentially be just three bad decisions away from risking their children’s inheritance, and leaving them with nothing. Topic:Trust & Taxation
Appointing family members as trustees

Appointing family members as trustees, what could possibly go wrong?

All too often, when clients set up a trust, they will appoint family members to act as trustees. Clients need to be encouraged to carefully consider this decision, as the role of trustee carries with it a number of responsibilities. Topic:Trust & Taxation

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