Newsletter – Winter 2019

NEWS FROM THE MEWS WINTER 2019 The Hamilton Financial Team Andrew Hamilton Victoria Mann Peter Rintoul Martin Haslam Simon Milne Loren Veitch The Hamilton Financial Advisory Panel Alex Hammond-Chambers Keith Falconer Charles Heenan Robert Hunter Angus Tulloch Mark...

Inheritance Tax (IHT) Simplification?

The Office of Tax Simplification (OTS) has recently issued its second report on Inheritance Tax (IHT). Here are the bullet points:- Business Property Relief (BPR) BPR effectively exempts business assets from IHT (40%). At the moment, the test to determine whether or...

Inheritance Tax Planning (IHT) – Two Tips

(1) Ensure your life assurance policies are written in trust. What does this mean? It means that on death, the life assurance proceeds are paid directly to the listed beneficiaries rather than to the deceased’s executors. Why is this important? For 2 reasons:- (i)...

Newsletter Spring 2019

NEWS FROM THE MEWS SPRING 2019 The Hamilton Financial Team Andrew Hamilton Victoria Mann Peter Rintoul Martin Haslam Simon Akroyd Michael Dunglass Loren Veitch The Hamilton Financial Advisory Panel Alex Hammond-Chambers Keith Falconer Charles Heenan Robert Hunter...