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IHT – Residence Nil Rate Band Guide

This guide explains how the new Residence Nil Rate Band (RNRB) will apply. It is written as an overview, outlining how a simple looking addition to the IHT rules actually has some complexity to it. The guide’s aim is to….



The Inheritance Tax Planning Guide

Inheritance Tax (‘IHT’) remains the most contentious of taxes – both politically and morally. It is a tax which is paid by proportionately very few people in the UK, but where it is payable it often involves substantial sums. People….



Penguin Trust Planning Brochure

Many people, often without realising it, will come into contact with a trust of some sort during their lifetime. Yet trusts are widely misunderstood and often seen as the preserve of the wealthy. This brochure aims to give a quick….



Pension Fund Research 2017 – Do Not Judge a Book by its Cover

“Do Not Judge a Book by its Cover” This report looks at UK pension funds and investigates whether performance is all it’s cracked up to be. For example, if you – as a pension investor – want to judge how….



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