Inheritance Tax

Harder to support bigger financial commitments of older generation parents Many people want to do what they can to ensure they maximise the amount they leave to their family and minimise Inheritance Tax, but working out how much you can afford to give away during your lifetime isn’t easy. With finances being stretched in all

PLANNING FOR YOUR WEALTH PRESERVATION AND THE EVENTUAL TRANSFER OF THAT WEALTH When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth. If you’re considering making a gift to someone, there

Gifts, philanthropy and inheritance tax Tax considerations when giving to loved ones or a good cause. When you’re writing a will and planning your estate, you’ll want to make sure as much as possible goes to the people and causes you care about. The good news is there are incentives for those who decide to

Inheritance tax: gifting rules Understanding the rules and exemptions Inheritance tax is one of the most widely criticised taxes in the UK. Many see it as an unfair burden at a time of grief, and it comes with a complex system of rules, reliefs and exemptions. In reality, only around 4% of estates are liable