Clive Barwell TEP FCSI CFP

Clive Barwell
TEP CFP Chartered FCSI

Accredited Member of the Society of Later Life Advisers

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Blog | Monthly Archives: July 2014

What is an Investment Trust and should I invest in one?

An Investment Trust is a limited company whose business is the investment of shareholders’ funds, the shares being traded like those of any other public company.

Inheritance Tax – Mitigation Using Business Property Relief

One of the most comprehensive reliefs from Inheritance Tax (IHT) is Business Property Relief (BPR). This has been part of the IHT landscape since the tax was first introduced in 1984 and, for many years, has provided 100% (originally 50%) relief for qualifying business assets.

Inheritance Tax – Normal, Habitual expenditure out of income

If it can be demonstrated that a pattern of gifting had been established and that the amounts gifted were demonstrably affordable out of normal income, those gifts are outside your estate immediately

Accredited SOLLA Advsior