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Where Taxpayers and Advisers Meet

Search found 5 matches

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by fabiusmaximus
Tue Mar 05, 2019 12:17 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: Family Home IHT
Replies: 1
Views: 160

Family Home IHT

Hi all, I've been considering options with regard to rapidly releasing the value held in a property. As far as I can tell, other than selling and downsizing, it may be possible to sell the home, at an independently valued market price, while carving out a lease. I'm aware that the recent Hood vs HMR...
by fabiusmaximus
Tue Feb 05, 2019 1:55 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: Lease Carve Out on Home
Replies: 3
Views: 242

Re: Lease Carve Out on Home

Would this kind of setup function to release equity specifically for the purposes of reducing the IHT on an estate? Some recent advice I've found online indicates that this cannot be achieved with a carved out lease, only with a non-obligatory 'license to occupy'.

Thanks for your help, A.
by fabiusmaximus
Tue Feb 05, 2019 12:34 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: Lease Carve Out on Home
Replies: 3
Views: 242

Lease Carve Out on Home

Is it still possible to make a sale of a family home to a third party, while keeping a 'lease carve out' to maintain residence for the next few years, thereby releasing the equity in the home?

Many thanks
by fabiusmaximus
Wed Jan 30, 2019 4:29 pm
Forum: Inheritance Tax, IHT, Trusts & Estates, Capital Taxes
Topic: London Events
Replies: 1
Views: 199

London Events

Hello all,

Can anybody recommend any upcoming events/seminars in/near London regarding IHT mitigation?

Thanks for your help
by fabiusmaximus
Wed Jan 23, 2019 5:22 pm
Forum: Professionals in Practice & Industry
Topic: Seeking Advisor Recommendations
Replies: 1
Views: 365

Seeking Advisor Recommendations

Hello all,

I am seeking recommendations for any good firms or individuals that specialise in tax advice surrounding EIS/BR investments and inheritance tax, and would be able to help me best organise tax affairs in these areas.

Many thanks in advance, any pointers at all would much appreciated.

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