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Trusts & executorships - Publications

Weekly tax update - Latest issue

The Tax update provides a round-up and explanation of the latest tax issues.

If you have any questions or feedback, please get in touch with your usual Smith & Williamson contact or Richard Mannion at the email address given below.

Email Richard Mannion (Director of National Tax)
T: 020 7131 4252

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Personal tax checklist 2011/2012

In advance of the end of the tax year on 5 April 2012, there are a number of planning points that you may wish to consider.

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Specialist tax advice to classical musicians

Classical musicians face many challenges and uncertainties in a fast-changing world, from public funding cut-backs to constant technological advances in public access
to recordings.

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Briefing note: IHT - How to avoid investigation

HMRC has increased its yield from IHT investigations.  This note considers how to reduce the prospect of HMRC successfully challenging an IHT return.

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Tax factsheet: Guide to IHT

IHT is one of the nation’s most hated taxes. We can help you plan to limit your IHT exposure.

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IHT: Excepted estates and the changes from 1 March 2011

Certain estates do not require a full IHT account to be made to HMRC. Those ‘excepted estates’ are generally those with as IHT liability but there are exclusions to this note and these exclusions changed from 1 March 2011.

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Budget 2010 (Ireland) - 10 December 2009

"We've had to make some very tough choices" - one of the statements from the speech by Ireland's Minister of Finance, Mr Brian Lenihan TD, in his Budget 2010 speech to Dail Eireann on 9 December 2009.

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