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David Aaron predicts IHT change in budget

David Aaron Partnership is predicting changes to inheritance tax in next week’s Budget.

David Aaron chief executive David Aaron claims before coming to power Labour was very critical of the IHT regime and potentially exempt transfers in particular. As it has not made substantial alterations to IHT and has also signalled the need to raise taxes, the IFA says early in a second term would be a likely time to make the changes.

Aaron says: "If inheritance tax changes are make, this could affect the current attractive IHT planning rules. It may therefore the better for investors to take action sooner rather than later."


B&B aims to increase fee-based business

Bradford & Bingley is aiming to increase the fee-based income from its MarketPlace and Charcol businesses to meet the FSA&#39s CP121 proposals and remain an IFA.Under the regulator&#39s proposals for a defined-payment system, IFAs must agree a fee with clients before giving advice and B&B says it is carrying out customer res-earch to gauge willingness […]

This is the chance for life offices to fight 1% regime

Returning to the UK at the end of March after a holiday,I notice that there has been much comment and discussion concerning Norwich Union and its decision to reduce commission on certain products.NU has often been arrogant in this respect, paying less commission on selected products than competitors.However, in this case, rather than bemoan the […]

Target practice

This week, I would like to move away from purely technical issues and start to consider an area of financial planning practice which I have long considered to be badly overlooked or, at the very least, underused or misunderstood – target benefit planning, especially for retirement income.Much has been said and written about target benefit […]

A defining moment

Is it conceivable that the French, Germans and Italians will be able to get independent financial advice and pay commission while the British cannot?The European Commission has changed its mind about restricting independence to fee chargers in the investment services directive. CP121&#39s defined-payment system of fees or agreed commission to pay fees looks increasingly out […]


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