Neil’s Tax Tips: Gifts To Trusts

Neil’s Tax Tips: Gifts To Trusts

One of the most popular areas in the Advanced tax exam is the IHT and CGT implications of gifts to trusts. The examiners always comment that students struggle with this, and it is not too difficult to master.   A gift to a trust is called a chargeable lifetime...
Business Property Relief

Business Property Relief

When giving inheritance tax advice to clients, the most important exemption is business property relief which makes worldwide businesses tax free from inheritance tax. 100% relief is available on the following assets: Any unincorporated business (sole trader or...
Neil’s tax Tips :CGT Groups

Neil’s tax Tips :CGT Groups

One of the popular areas in the Advanced Tax exam is CGT (capital gains tax) groups. For CGT groups, the direct shareholding has to be 75% but the indirect shareholding only has to be 51%. Only UK resident companies can be included in the group, but the holding...