HMRC Win Landmark Inheritance Tax Case
The way inheritance tax is applied to the transfer of pensions could change following the Court of Appeal’s decision to find in favour of a landmark case brought to them by HM Revenues and Customs (HMRC). The ruling will mean that savers suffering from severe ill health who then transfer their pensions between schemes could […]
Farmer’s Son Stripped Of His Inheritance Because He Hates Cows
A farmer’s son is in the middle of a bitter court row with his own parents for his right to inherit the family farm because he ‘doesn’t like cows’. Clive Shaw, 55, from New York, Lincolnshire, who found out he had been written out of his parents’ Wills has brought a proprietary estoppel claim against […]
Supermen Webinar 47: Investing In Trusts, It’s Not All Investment Bonds
Including the responsibilities of the Trustee and of the Financial Adviser in advising and reviewing trustee investments Featuring guest speaker Christopher Saunders, Investment Manager with WHIreland Full Agenda: What Corporate Trustees look for in a recommendation Initial suitability and ongoing advice Taxation Reporting Due diligence The responsibility of the Investment Adviser The importance of the […]