Estate planning

Changes to EIS start to bite, despite inheritance tax receipts at record high

Tax relief on investments in small privately-owned companies fell by 22% in 2016/17, the latest figures show.

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Ask Money: does regular gifting impact the IHT allowance?

Jamie Favell helps a Money Observer reader with a question about inheritance tax and CGT.

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How using an inheritance for good means less tax

As well as benefiting others, charitable giving can reduce the inheritance tax rate by up to 4%, writes Carl Drummond.

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Government should encourage people to pass on wealth during their lifetime

Here’s why the current inheritance tax system needs an overhaul to bring it into line with shifts in social trends and encourage lifetime gifting.

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How to use Aim shares to guard against inheritance tax risk

Many Alternative Investment Market-listed company shares are exempt from inheritance tax after you have held them for two years. Don’t let this estate planning benefit pass you by.

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Sweet charity: how the principles of philanthropy can benefit donors and good causes

Make your charity donations count by considering philanthropy services and giving the tax-efficient way, writes Sam Barrett.

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Four tricks to avoid an inheritance tax headache

We share four ways to reduce or entirely avoid paying the dreaded 'death tax' by savvy financial planning.

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Mind the gap: inheritance tax shortfall stands at £600 million

Inheritance tax receipts are on course to hit another record high in the 2018-19 tax year, but there’s an estimated £600 million gap between tax owed and tax paid.

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Simplify inheritance tax process for bereaved families, says OTS

The Office for Tax Simplification (OTS) has called on HMRC to reduce or remove the requirement to submit inheritance tax forms for smaller or si

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