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Tax-Efficient Investments

Taxation Aspects of Key Person Insurance

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Tax Articles - Tax-Efficient Investments
Written by Mark McLaughlin CTA (Fellow) ATT TEP   
Saturday, 09 April 2005 00:00

TaxationWeb by Bob Fraser MBA MA FSFA

Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, outlines how ‘Key Person Insurance’ operates and considers the tax deductibility of payments for cover.
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Potential Tax and Financial Pitfalls in Transferring the Family Home to Avoid Long Term Care Costs

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Tax Articles - Tax-Efficient Investments
Written by Mark McLaughlin CTA (Fellow) ATT TEP   
Saturday, 02 April 2005 00:00

TaxationWeb by Bob Fraser MBA MA FSFA

Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, explains why gifting the family home for tax-efficiency or other reasons can have unfortunate repercussions in the assessment of means tested contributions for long term care costs
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Inheritance Tax Aspects of Pensions

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Tax Articles - Tax-Efficient Investments
Written by Mark McLaughlin CTA (Fellow) ATT TEP   
Saturday, 26 March 2005 00:00

TaxationWeb by Bob Fraser MBA MA FSFA

Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, considers inheritance tax aspects of Section 32 arrangements (‘buy-out bonds’), assigned money purchase schemes, retirement annuities, personal pensions (including stakeholders) and pension fund withdrawal (‘income drawdown’)
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Investment Essentials

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Tax Articles - Tax-Efficient Investments
Written by Mark McLaughlin CTA (Fellow) ATT TEP   
Saturday, 12 March 2005 00:00

TaxationWeb by Bob Fraser MBA MA FSFA

To mark the launch of TaxationWeb’s ‘Tax Efficient Investments’ section, Bob Fraser, MBA, MA, FSFA, Associate Investment Director of Rensburg Investment Management Limited, outlines some ‘building blocks’ of good investment strategy.
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Two Post Pre-Owned Assets Tax Approaches To IHT Planning

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Tax Articles - Tax-Efficient Investments
Written by Mark McLaughlin CTA (Fellow) ATT TEP   
Saturday, 12 March 2005 00:00

TaxationWeb by Bob Fraser MBA MA FSFA

Bob Fraser, MBA, MA, FSFA, Associate Investment Director, Rensburg Investment Management Limited, examines the ‘pre-owned assets tax’ (POAT) regime from 6 April 2005, and considers two potential IHT planning approaches.
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