Gerry Brown

HMRC-Building-700x450.jpg

Gerry Brown: Reflecting on 40 years of tax planning

Prudential technical manager Gerry Brown retired last month after 40 years in tax planning. Here he reflects on the changes he has seen over his working life, and the tax planning changes to come. When I joined the Inland Revenue in September 1976 the UK had a Labour government with tax policies based on the […]

When to use a loan trust for inheritance tax planning

Gerry Brown, technical manager at Prudential, considers when is the correct time to use a loan trust for inheritance tax planning Pierre, age 61, has recently retired from his role as conductor of the Ambridge Symphony Orchestra. He has a portfolio of Oeics, yielding about £3,000 annually, and is accordingly looking forward to the introduction […]