Welcome to Technical Insights. Here we provide financial advisers with technical resources - compiled by our team of experts - to help with your financial planning. From pensions and trusts to investment wrappers and taxation, you'll find a wealth of articles, tools, videos and podcasts to support and guide your advice process.
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Calculators & tools
- Chargeable event gain calculator
- Carry forward calculator 2024/25
- Discretionary Trust Tax calculator
Trusts
- Trust registration (5MLD)
- Entry, Periodic and Exit Charges - Quick reference guides
- Basic guide to the taxation of trusts
IHT & financial planning
- UK IHT gifts – exemptions and reliefs
- Residence nil rate band - quick guide
- Order of gifting with PET’s and CLT’s