Relief at any cost? Fees in tax-advantaged investing: Part I – defining the landscape

Welcome to the first article in a series where we will look into the fees charged across the tax-advantaged market. The variety of structures and levels of fees charged across the market can make understanding them a particularly “taxing” process. In this article, we will outline the fees commonly associated with tax-advantaged products, including what…

The many AIMs of Inheritance Tax relief

Over the course of two articles, I will address these two topics. In this edition, I will address the recent review of Inheritance Tax (“IHT”) undertaken by the Office for Tax Simplification (“OTS”), and the potential implications, if any, which this could have on qualifying trades. Secondly I will take a brief look at the…

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