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Golden Age


13 March 2024
Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

29 February 2024
Pension Credit - 5 March 2024 deadline
The Department for Work and Pensions (DWP)’s latest efforts to encourage low-income pensioners to check if they qualify for Pension Credit

12 February 2024
The England and Wales Court of Protection confirms that LPA certificate provider must check MCA 2005 conditions are satisfied
The provider of the certificate for a lasting power of attorney (LPOA) must take steps to satisfy themselves that the conditions in Schedule 1 of the Mental Capacity Act 2005 are met before they sign it

29 January 2024
Tax implications of releasing loans under a loan trust during lifetime
The tax implications arising on releasing loans under a loan trust during lifetime

26 January 2024
Can a loan trust be used with collectives?
Whether or not a loan trust can be used with collectives

23 January 2024
The importance of dealing with any outstanding loan on a loan trust
The options available for dealing with any outstanding loan on a loan trust/loan plan

12 December 2023
Benefits of a Will - what you need to know
The importance of having Wills in place

28 November 2023
A useful guide to inheritance tax computations
Calculating the amount of inheritance tax payable

03 November 2023
Discounted gift trusts - in detail
Discounted gift trusts, including their advantages and disadvantages

01 November 2023
Loan trusts - gift and loan using a flexible/discretionary trust
Structure and operation of flexible/discretionary gift and loan trusts

30 October 2023
Loan trusts - gift and loan or loan only using a bare trust
Structure and operation of bare loan trusts

30 October 2023
Loan trusts - loan only using a flexible/discretionary trust
Structure and operation of flexible/discretionary loan trusts

27 October 2023
Loan trusts/loan plans - a quick guide
How loan trusts/loan plans work, and who they are useful for

25 October 2023
Planning with owner-occupied property on death
Using owner-occupied property in estate planning on death

24 October 2023
IHT planning: an outline
Background to planning, disclosure of tax avoidance schemes, powers of attorney and validity of gifts for IHT purposes

13 October 2023
Consultation on electronic wills and the effect of marriage/civil partnership on an existing will in England and Wales
The Law Commission’s new consultation on the above matters, as part of its wider review of the law of wills in England and Wales

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Email: enquiries@technicalconnection.co.uk

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