Technical Briefings Technical Briefing Assignment of a bond to a Discounted Gift Trust and IHT planning Calculating and Reporting Periodic Charges Changes to the UK Trust Registration Service (TRS) Corporate investments Danger of partial surrenders and rectification allowed in the Lobler case European Inheritance Rules Finance Act 2006 and Interest in Possession (IIP) Trusts Finance Bill 2017 – 19 IHT Manual ‘Bitesize’ series – Part 1 IHT Manual ‘Bitesize’ Series – Part 2 IHT Manual ‘Bitesize’ series – Part 3 IHT Manual ‘Bitesize’ series – Part 4 IHT Manual ‘Bitesize’ series – Part 5 IHT Manual ‘Bitesize’ series – Part 6 IHT Manual ‘Bitesize’ series – Part 7 Inheritance Tax Manual Office of Tax Simplification Review of Capital Gains Tax Order of Gifts Overseas Insurance Bonds as Trust Investments Personal Representatives and the payment of tax on death Protected Settlements & Investment Bonds: A Critical Tax Planning Strategy Residence Nil Rate Band (RNRB) Quick Guide – Infographic Tapering of the Residence Nil Rate Band Tax planning using bonds – ‘one-off withdrawals’ Tax planning using bonds – Deficiency relief Tax planning using bonds – Time apportioned reductions Tax planning using bonds – additional investments The Removal and Retirement of Trustees The Residence Nil Rate Band Time Apportioned Reductions Top-slicing Relief Trust Ready Reckoner Trustee duties Utmost International Isle of Man Limited Bank Assignments Utmost International Isle of Man Limited’s Estate Planning Bond and the Issue of Flexibility UK Budget Summary UK Budget Briefing Summary March 2024 UK Tax Tables Summary 2024/25 UK Tax Tables Summary 2022/23 UK Budget Briefing Summary October 2021 UK Budget Briefing Summary March 2021 Tax tables 2021/22 UK Budget Summary – March 2020 UK Tax Tables Summary – budget update March 2020 UK Budget Update – October 2018 UK Tax Tables Summary – October 2018 UK Budget Summary – November 2017
