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Inheritance Tax
July 2021
Keeping wealth in the family
Inheritance Tax
July 2021
Inheritance Tax receipts reach £5.32 billion in 2020/21 Inheritance Tax is a tax on an estate (the property, money and possessions) of someone who’s died. Inheritance Tax receipts in the United Kingdom amounted to approximately £5.32 billion in 2020/21, compared… Read full article
Inheritance Tax
July 2021
Lifetime transfers
Inheritance Tax
July 2021
Giving away money from your estate to reduce your Inheritance Tax bill An outright gift falls into one of two categories, depending the type of gift and to whom it’s made. These categories are Potentially Exempt Transfers (PETs) and Chargeable… Read full article
Inheritance Tax
July 2021
More Families Subject to Inheritance Tax
Inheritance Tax
July 2021
Balancing your plan with other financial priorities is key Making provision for Inheritance Tax needs to be balance the plan with your other financial priorities is key. Effective estate preservation planning could save a family a potential Inheritance Tax bill… Read full article
Inheritance Tax
July 2021
Making suitable plans
Inheritance Tax
July 2021
Organise how much you could leave for the people you care about Inheritance Tax can cost families thousands of pounds but there are various ways to legally avoid paying this tax. Without making suitable plans, your loved ones could face… Read full article
Inheritance Tax
June 2021
Passing Assets Efficiently To The Next Generation
Inheritance Tax
June 2021
What will your legacy look like? The coronavirus (COVID-19) pandemic has lead many people to reflect on their own mortality. No one wants to think about their hard-earned wealth going to waste after they die. Sorting out your finances… Read full article
Inheritance Tax
April 2021
How To Reduce Your Inheritance Tax Bill
Inheritance Tax
April 2021
10 Ways To Protect Your Estate For Your Loved Ones Even those who believe they have moderate wealth levels may still need to take action to minimise Inheritance Tax, particularly if they own property and have savings and investments. Inheritance… Read full article
Inheritance Tax
March 2021
Inheritance Tax Planning
Inheritance Tax
March 2021
Don’t leave less money behind for your loved ones Effective estate preservation planning could save a family a potential Inheritance Tax bill amounting to hundreds of thousands of pounds. Inheritance Tax was introduced in 1986. It replaced Capital Transfer Tax which had been in force since 1975 as a successor to Estate Duty. Read full article
Inheritance Tax
August 2020
Inheritance Tax
Inheritance Tax
August 2020
Passing assets tax-efficiently to the next generation Making provision for your loved ones after you have gone is an essential part of managing your estate and assets. Death and taxes can’t be avoided, but with careful planning you can pass on your assets to your loved ones so that they can benefit from them in the most tax-efficient way. Read full article
Inheritance Tax
February 2020
Inheritance Tax
Inheritance Tax
February 2020
How do you leave a legacy which serves your family’s best interests? Will you be one of the thousands of households in Britain that will have to pay Inheritance Tax? What’s the best way to avoid it? If you’re administering an estate because someone has died, how do you obtain probate? Is it ever possible to retrospectively minimise an estate’s tax liabilities? Read full article
Inheritance Tax
November 2019
Inheritance Tax
Inheritance Tax
November 2019
  Passing assets efficiently to the next generation No one wants to think about their hard-earned wealth going to waste after they die. It’s up to you to decide who gets what. The people who could benefit from your estate include your partner or spouse, children and other family members, friends, and charities. Family dynamics are complex, but they tend to be the main beneficiaries. Read full article

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