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Category Archives: Estate planning

Inheritance Tax concerns?


Passing your wealth on to the next generation You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. But some people find the idea of … Continue reading

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ISA rules and Inheritance Tax


Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able … Continue reading

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When I’m gone


How a simple list can help your loved ones after your death Although it may not feel like it, your family finances are probably more precarious than you think. It’s all well and good when the breadwinners are healthy and … Continue reading

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This time next year we’ll be ‘million-heirs’


Larger individual wealth and expectation of substantial inheritances With estate planning, you can decide what happens to your money and possessions – even your pets – if something happens to you. But estate planning is useful in other ways too: … Continue reading

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Protecting your estate for future generations


Many individuals find the Inheritance Tax rules too complicated If you struggle to navigate the UK’s Inheritance Tax regime, you are not alone. Whether you are setting up your estate planning or sorting out the estate of a departed family … Continue reading

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Wealth preservation


Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary of your estate following your death. A recent survey about Inheritance Tax (IHT)[1] shows that … Continue reading

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Will you make provision for all that you hold dear?


Getting your affairs in order and planning what you want to pass on to loved ones Writing a Will may seem daunting – and with everything else we should be thinking about, it becomes just another chore on the to-do … Continue reading

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Your wealth. Your legacy


Families shying away from difficult conversations If you have significant assets, you may be wondering whether Inheritance Tax (IHT) affects you. Worryingly, some families appear to be shying away from difficult conversations, as almost half (47%) of UK adults say … Continue reading

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Passing on wealth without further tax charges


Over-55s risk falling prey to the inheritance ‘sibling tax trap’ On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations when a family home is … Continue reading

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Delegating power


When you are unable to make your own decisions More than two million Lasting Power of Attorney (LPA) registrations will have been filed by the end of 2016, with the number of appointments more than trebling between 2010 and 2015.

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