This part of the topic index contains resources on lifetime planning. This includes materials on inheritance and capital gains tax, care fees for elderly clients and estate planning considerations in relation to marriage and civil partnerships. Please select the resource that you require by clicking on the relevant tab below.
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These resources are maintained, meaning that we monitor developments on a regular basis and update them as soon as possible.
|1||Guarantees and indemnities||Practice note: overview||Maintained|
|2||Disclosure of tax avoidance schemes under DOTAS: direct tax||Practice notes||Maintained|
|3||DOTAS: regime applicable before 1 August 2006||Practice notes||Maintained|