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IHT

Business Relief? Perhaps, but at what cost?

Post Date: February 14, 2025
ShareSoc member Mark Lauber dissects the inheritance tax service from Rockpool Investments Hardman has issued a research piece on the Rockpool Inheritance Tax Service. Fair play to them for outlining the various fees, charges and costs, but the more I read the more I scratched my head as to whether this is really worthwhile for investors.   The underlying strategy is to obtain Inheritance Tax relief on lending to SMEs, with loans on a senior secured basis via Novus Lending Limited. The portfolio has ...
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HMRC Consultation – IHT on Pensions

Post Date: January 29, 2025
ShareSoc responds to the Chancellor’s proposals on the application of IHT to residual pensions.  Following the budget last autumn, HMRC launched a technical consultation on the implementation of the Chancellor’s proposals to apply inheritance tax (IHT) to unused pensions, upon the death of the pension beneficiary. Note that the consultation explicitly states: As announced at Autumn Budget 2024, from 6 April 2027 most unused pension funds and death benefits will be included within the value of a person’s estate for Inheritance Tax purposes and ...
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Inheritance Tax Simplification – Perhaps

Post Date: July 7, 2019
On Friday (5th July) the Office of Tax Simplification (OTS) published their second report on the simplification of Inheritance Tax (IHT). You only need to read the report to see how complex it is at present. They have made some recommendations for changes but they are relatively minor. Major changes were ruled out. Even the suggested changes need to be accepted by the Treasury so they may not be implemented, and even if they are it appears likely that they would ...
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