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Category Archives: Estate preservation

Trusts


An important part of your estate preservation process If you want to mitigate the effects of Inheritance Tax (IHT) on your estate, trusts can be an important part of the process. When you put cash, property or investments in a … Continue reading

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Its good to give


Inheritance Tax exemptions Making a gift to your family and friends while you’re alive can be a very effective way to reduce the value of your estate for Inheritance Tax (IHT) purposes and benefit your loved ones immediately.

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Estate matters


Structuring your affairs efficiently means starting the correct planning early enough Inheritance Tax (IHT) is payable by some people that, for the most part, could have been avoided. If you want your estate to go to your loved ones with … Continue reading

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New intestacy rules aim to make things simpler and clearer


Why the consequences could be far-reaching for you and your loved ones Significant changes to existing intestacy rules came into force on 1 October 2014 in England and Wales, with the aim of making things simpler and clearer. The consequences … Continue reading

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