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Tax and estate planning technical library.
The Tax and Estate Planning technical library contains technical, marketing and other support material on tax and trusts.
Tax relating to trusts
- Taxation of Chargeable Events in Absolute Trusts for Minors - Oct 09 PDF: 151KB
- IHT Case Study 1 - Relevant Property Regime - Jul 09 PDF: 198KB
- IHT Case Study 2 - Relevant Property Regime - Jul 09 PDF: 187KB
- IHT Case Study 3 - Relevant Property Regime - Jul 09 PDF: 219KB
- IHT Case Study 4 - Relevant Property Regime - Jul 09 PDF: 218KB
- IHT Case Study 5 - Absolute Trusts & Potentially Exempt Transfers - Jul 09 PDF: 191KB
Investment bond taxation
- Taxation of chargeable events - Oct 08 PDF: 214KB
- Bond Essentials - Top-ups in Trust - Jan 10 PDF: 162KB
- Bond Essentials – Topping up & Taking out - Jan 10 PDF: 187KB
- Bond Essentials – who picks up the bill on chargeable event gains - Sep 09 PDF: 167KB
- Investing for Charities - Jul 09 PDF: 151KB
- Corporate investment in offshore bonds & the loan relationship rules - Aug 09 PDF: 154KB
- Using bonds to pay for school fees - Nov 09 PDF: 149KB
- Bond essentials - more than one chargeable event gain in a tax year - Apr 10 PDF: 200KB
- Bond essentials - the final insurance year - a "Get out of jail free card?" - Apr 10 PDF: 190KB
- Using bonds to pay for a university education - Dec 09 PDF: 149KB
- Bond Essentials - taking money from a bond - Dec 09 PDF: 201KB
- Deficiency Relief Developments - Aug 10 PDF: 139KB
Trust law / administration
- Using the new trust range - Jul 08 PDF: 168KB
- Probing the Probate Trust - Mar 09 PDF: 147KB
Will planning / Powers of Attorney
Residence / Domicile
Budgets / Pre-Budgets
- Chancellor's Budget - 22 June 2010 PDF: 162KB
Income Tax - general
- Changes to the taxation of Trusts - Dec 09 PDF: 175KB
Inheritance Tax - general
- DGS & Lives Assured – the Para 7 Paradox - Dec 09 PDF: 176KB
- Discounted Gift Scheme - The Bower Case - Jun 09 PDF: 149KB
- Normal Expenditure out of Income - Jul 08 PDF: 181KB
- IHT Planning: Multiple Trusts & the Rysaffe principle - Aug 08 PDF: 241KB
- What is Excluded Property - Jul 09 PDF: 153KB
- IHT & Accumulation & Maintenance Trusts - Jan 10 PDF: 148KB
Articles
- Moneyfacts article - Mark Green May 2009 DOC: 26KB
- Professional Adviser article: IHT Planning - Mark Green, June 2009 DOC: 38KB
- Moneyfacts article - Mark Green, August 2009 DOC: 23KB
- Professional Adviser IHT Supplement - Nov 2008 PDF: 1.28MB
- Financial Adviser Interview with Mark Green - Oct 08 PDF: 84KB
- Tax and Trust team Success – Press release - Feb 09 PDF: 85KB
Web and pod casts
Seminar Planning / Slide Presentations
- Inheritance tax planning seminars flyer (W12728) - Nov 09 PDF: 165KB
- IHT Solutions & Opportunities (Discounted Gift Scheme) (Q20066) PPT: 147KB
- IHT Solutions & Opportunities guidance notes (part of Q20066) - Feb 10 DOC: 55KB
- IHT Solutions & Opportunities Loan & Gift Scheme (Q26398) - Feb 10 PPT: 214KB
- IHT Solutions & Opportunities guidance notes Loan & Gift Scheme (part of Q26398) - Feb 10 DOC: 65KB
- IHT Solutions & Opportunities (Investment Bond Trust planning) (Q26375) - Feb 10 PPT: 97KB
- Guidance notes (Investment Bond Trust planning) (part of Q26375) - Feb 10 DOC: 52KB
- IHT Solutions & Opportunities (Loan Scheme & Discounted Gift Scheme) (Q26396) - Feb 10 PPT: 243KB
- Guidance notes (loan scheme & discounted gift scheme) (part of Q26396) - Feb 10 DOC: 66KB
- IHT Solutions & Opportunities (Lifetime gifts) (Q26370) - Feb 10 PPT: 129KB
- IHT Solutions & Opportunities guidance notes (Lifetime gifts) (part of Q26370) - Feb 10 DOC: 52KB
Calculators
- Examples of the Discounted Values (W12594) PDF: 162KB
Sales aids
- Trust Decision Tree (W13270) PDF: 116KB
- What it means to be a Trustee (Customer facing) (Q21002) - Nov 09 PDF: 157KB
- IFA Crib Sheet (Q20034) - Jan 10 PDF: 135KB
- Support Literature Guide (W13032) - Feb 10 PDF: 486KB
- Estate Planning Trust Matrix - Aug 09 PDF: 51KB
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