|
Minor beneficiary of Death in Service Benefits
|
|
35
|
2033
|
1 August 2024
|
|
Residuary Estate left to charities, IHT payable
|
|
10
|
1684
|
1 July 2024
|
|
Co-ownership discount
|
|
11
|
1542
|
21 August 2024
|
|
Gift of Property or Future Proceeds of Sale
|
|
12
|
1253
|
27 June 2024
|
|
Release of IPDI
|
|
13
|
1043
|
3 July 2024
|
|
List of Organisations that offer accounts for Trusts
|
|
14
|
982
|
16 March 2025
|
|
Gift or Legacy?
|
|
10
|
1041
|
3 June 2024
|
|
Valuation of property subject to lease for life in relevant property trust
|
|
11
|
992
|
2 July 2024
|
|
Transfer of life policy into trust
|
|
18
|
795
|
25 October 2024
|
|
Right to Reside Ends
|
|
13
|
488
|
24 April 2025
|
|
Date of 7 year survival period
|
|
21
|
708
|
3 February 2025
|
|
Leaving 10% to charity
|
|
11
|
874
|
21 July 2024
|
|
Chargeable Event Gains - Estate in Administration - R185
|
|
14
|
845
|
11 September 2024
|
|
Gifts out of income - are regular gifts Received income?
|
|
17
|
642
|
1 May 2025
|
|
Scottish and English Will conflict
|
|
12
|
681
|
1 November 2024
|
|
Disclaimer of LIT by other owner (TIC)
|
|
13
|
709
|
27 August 2024
|
|
Single Premium Life Assurance Policy
|
|
11
|
701
|
14 October 2024
|
|
Pre 2006 Settlement
|
|
14
|
532
|
25 July 2024
|
|
Altering trust deeds
|
|
10
|
613
|
9 January 2025
|
|
DOV, IPDI and GAAR/DOTAS
|
|
18
|
485
|
10 May 2025
|
|
Charitable Trust and IHT
|
|
10
|
560
|
13 August 2024
|
|
Who inherits the Life Assurance...?
|
|
11
|
568
|
9 April 2025
|
|
IPDI - adverse impact on the estate of the surviving spouse
|
|
12
|
548
|
17 April 2025
|
|
Tax implications of deed of variation creating trust interest for original beneficiary
|
|
11
|
341
|
4 April 2025
|
|
DT- A question about the 10 year anniversary charge and exit charges
|
|
12
|
316
|
18 March 2025
|
|
Trading Company in a Trust - ERS issue?
|
|
10
|
261
|
6 April 2025
|
|
Mutual Will - PA1
|
|
12
|
235
|
11 February 2025
|
|
Irish National with UK and French Property
|
|
9
|
269
|
11 October 2024
|
|
Trust for variable service charges and expenditure
|
|
9
|
157
|
13 March 2025
|
|
Who is/are the Executors
|
|
2
|
607
|
2 December 2024
|
|
Trusts and Estates Newsletter August 2024
|
|
4
|
433
|
5 September 2024
|
|
Pension changes and size 15 hobnail boots
|
|
8
|
626
|
8 November 2024
|
|
Updating the mobile number for the access code for TRS
|
|
6
|
904
|
18 June 2024
|
|
Solar Panels in Estate Administration
|
|
6
|
438
|
9 February 2025
|
|
IIP and Remaindermen - seeking clarity
|
|
0
|
183
|
13 March 2025
|
|
Discretionary management schemes and LPA wording
|
|
7
|
2005
|
17 June 2024
|
|
NRBDT not dealt with on first death
|
|
4
|
566
|
28 August 2024
|
|
Is IHT400 still required to claim RNRB where there is no tax to pay
|
|
8
|
1317
|
10 February 2025
|
|
Life interest trust, trustee duties question
|
|
3
|
464
|
13 September 2024
|
|
Life Interest in Property to protect against care fees
|
|
2
|
306
|
12 May 2025
|
|
Trust to Protect Assets from Spendthrift
|
|
7
|
1057
|
7 June 2024
|
|
Per Stirpes Clause in Will
|
|
8
|
908
|
2 October 2024
|
|
Exit Charge - will trust appointment after 2 years
|
|
8
|
1022
|
4 July 2024
|
|
Beneficiary passed away during administration period
|
|
4
|
1227
|
25 May 2024
|
|
TRS Registration - Estate admin over 2 years
|
|
6
|
1097
|
2 August 2024
|
|
Right to occupy + trust registration
|
|
2
|
461
|
11 February 2025
|
|
Best Trust Bank Account
|
|
5
|
667
|
26 September 2024
|
|
IHT. Treatment of unused pension funds
|
|
6
|
540
|
28 November 2024
|
|
LPA access codes - who uses them?
|
|
4
|
1127
|
22 August 2024
|
|
Firm partners appointed as executors when firm is shut down
|
|
4
|
635
|
18 June 2024
|