TITLE

in brief

PUB. DATE
June 2005
SOURCE
Lawyer;6/13/2005, Vol. 19 Issue 23, p55
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article presents brief information on events related to the field of law and taxation. It is reported that Jersey, Channel Islands-based law firm Sinels, in conjunction with Caversham Fiduciary Services, held a seminar on offshore trusts on May 20, 2005. The aim of the seminar was to introduce private client solicitors to Jersey trusts. Further, it is informed that Great Britain's Chartered Institute of Taxation is holding a panel debate on taxation on September 13, 2005.
ACCESSION #
17407153

 

Related Articles

  • Conflicts of interest. Wickenden, Tony // Money Marketing;8/7/2008, p35 

    The article reports on the effects of the 2006 reforms on interest in possession trusts. It states those who consider the financial services in estate planning strategies, the relevant property regime for inheritance tax, incorporating entry, periodic and exit charges are part of the tax...

  • Sense of proportion. Wickenden, Tony // Money Marketing;6/1/2006, p54 

    The article explains that the exit charge, also called the proportionate charge, has to be taken into account whenever property ceases to be relevant property during tax planning in Great Britain. The potential impact of the proportionate charge could critically significant with regards to life...

  • Take Aim. Murphy, Patrick // Money Marketing;6/8/2006, p52 

    The article presents an advice on the impact of the main thrust of the Budget changes to trusts on inheritance tax-efficient investment in Great Britain. The author states that new policies will have a significant effect on existing and new inheritance tax planning if they come into law...

  • Loan and behold. Wickenden, Tony // Money Marketing;9/7/2006, p50 

    The article discusses how loan trusts can have an advantage over discounted gift trusts with regards to the payment of an inheritance tax in Great Britain. When chargeable transfers in discounted gift trusts exceed a certain amount, a return has to be filed on form IHT 100a. This is not true...

  • The jewel of the nil. Wickenden, Tony // Money Marketing;4/12/2007, p62 

    The article focuses on the effective strategy to carry out inheritance tax (IHT). It states that nil-rate band trust can be a very effective strategy for IHT planning. Sample situations which show the benefits that could be acquired in taking the nil-rate band planning for IHT are discussed....

  • Trust in the CGT minefield. Visser, Grany // Finance Week;4/12/2002, p31 

    Focuses on the reliability of trusts as a tax planning tool. Comment of finance minister Trevor Manuel on trusts; Importance of distinguishing estate planning from tax planning; Context on the formation of trusts.

  • Protect IT! Rayney, Peter // Accountancy;Jan1998, Vol. 121 Issue 1253, p52 

    Reports on the role of trusts in financial and tax planning in Great Britain. Use of trusts; Types of trusts; Interest in possession trust.

  • Larger Estate Tax Exclusion Warrants a New Look at Planning Strategies. Reardon, Dennis C. // Journal of Financial Service Professionals;May2009, Vol. 63 Issue 3, p15 

    The article discusses changes that may be made to the estate tax exclusion law by the U.S. government. The impact that changes in the tax exclusions experienced by estate taxes has had on the way in which people's estates have been funded is discussed. The impact that a disclaimer trust can have...

  • Designing The Trust To Maximize Results. Munroe, Dan; Oshins, Steve // National Underwriter / Life & Health Financial Services;11/10/2003, Vol. 107 Issue 45, p8 

    Focuses on the design and importance of a Beneficiary Controlled Trust. Means of obtaining tax benefits and creditor protection; Value of a property to the trust beneficiaries; Provision of creditor exposure for multiple generations.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics