Tax and Financial Planning

• Cases Show Need for Caution in Choosing Financial Advisers

  • Posted2 March 2012

  Recent reports showing an increase in fraud, and newspaper headlines regarding the conviction of a banker and financial adviser after more than £1.4 million was stolen from the investment accounts...

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• HMRC Attack on Discounted Gift Scheme Succeeds

  • Posted20 February 2012

  So-called ‘discounted gift schemes’ have been used in Inheritance Tax (IHT) planning for many years. The basic idea behind them is that a gift is made by a person whose...

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• Mental Capacity Code of Practice

  • Posted19 December 2007

  In April 2007 the Department of Health introduced a new Mental Capacity Advocate service. At the same time, a new code of practice was introduced which makes it clear...

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• Mental Capacity – The Law

  • Posted16 May 2007

  Mental capacity has always been something of a problem area of the law. The aim of the Mental Capacity Act 2005, which became fully operational in October 2007, is...

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• The Child Trust Fund

  • Posted7 November 2005

  In the April 2003 Budget, the Chancellor of the Exchequer announced  the introduction of the Child Trust Fund (CTF). The CTF is a savings and investment account for children. Children...

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