Financial Matters - June 2018

Financial Matters - June 2018

In this month's issue:

  • Personal representative held personally liable for Inheritance Tax.
  • Office of Tax Simplification publishes a paper on savings income: routes to simplification.
  • Pensions transfers.
  • New fuel rates for company cars.
  • And more...

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Financial Matters - May 2018

Financial Matters - May 2018

In this month's issue:

  • The latest ISA Manager Bulletin.
  • First-time buyers' relief saves buyers £159M.
  • Office of Tax Simplification Inheritance Tax review.
  • Simple assessment roll-out put on hold by HMRC...

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MAKING GIFTS AS AN ATTORNEY

MAKING GIFTS AS AN ATTORNEY

As an attorney acting under a Power of Attorney, you may have the ability to make gifts to others on the donor's behalf. Gifts are permitted in limited situations, and if it’s in the person’s best interests. There have been some important clarifications on guidance for professional deputies and attorneys.

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FINANCIAL MATTERS - MARCH 18

FINANCIAL MATTERS - MARCH 18

This month’s Technical Bulletin spells out some important clarifications for those acting under a Power of Attorney wanting to make a gift on behalf of the donor. Further, anyone who registered a Lasting Power of Attorney or Enduring Power of Attorney document between April 1, 2013 and March 31, 2017 may have been overcharged and due a refund of fees of up to £54.

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