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Tax on the Family Home

Tax on the Family Home By Ken Raiss Tax relief on the family home is generated under the Main Residence Exemption (MRE) but certain conditions must be met before the full benefits can be gained. In summary to …

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Retirement Today

Retirement Today Previous generations saw retirement as being a few easy years of comfort after a life of hard work. In the 21st century, things are so different that we really need a new term for the period …

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Main Tax Residence Exemption

Main Tax Residence Exemption By Ken Raiss The excitement of upgrading from your first home can soon dissipate when your accountant advises that you will need to pay some tax on the sale. You thought that the sale of …

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Charitable Bequests Using Imputation Bonds

Charitable Bequests Using Imputation Bonds   General Estate Planning Position Imputation Bonds can be a valuable estate planning tool to convey tax-effective and “confidential” inheritances. Importantly, where the Bond’s beneficiary Nomination feature is used, its investment benefits are …

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