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Use available reliefs and exemptions Individual Savings Accounts (ISAs), Inherited ISAs, Lifetime ISAs, Flexible ISAs and Innovative Finance ISAs Shares listed on the Alternative Investment Market (AIM) and other tax efficient investments Outright gifts Disabled persons trusts Protected gifts without trusts Traditional protected gifts ...
Chapter 14: Lifetime planning
- Authors:
- Mark McLaughlin, CTA (Fellow) ATT (Fellow) TEP , Iris Wünschmann-Lyall, MA (Cantab) TEP , Chris Erwood, CTA ATT TEP , and Stephen Howe
- Publisher:
- Bloomsbury Professional
- Edition:
- 1st edition
- Publication Date:
- January 2023
- Law Stated At:
- 17 November 2022
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