Tag Archives: Tax Efficiency

Joined-up thinking

Clients are benefiting from the fact that, as a result of the Legal Services Act, chartered financial planners and solicitors are working increasingly as one joined-up solution. Among the options now permitted by the Act is the multi-disciplinary firm in which solicitors and other professionals combine to provide joined-up client services. A few have already done […]

Inheritance tax savings

Simple precautions can avoid the need to pay inheritance tax on life policies and pension plans. In the case of life policies, these can and should usually be written in trust so that the benefit falls outside the taxable estate of the policyholder. A discretionary trust might be suitable, with the policyholder’s partner as the […]