The Government has confirmed that estates affected by the National Savings & Investments (NS&I) tracing error will receive a full
New IHT rules could lead to multiple pension pot tax chaos
The UK’s inheritance tax (IHT) landscape is undergoing one of its most significant transformations in decades. With rule changes already
Family wealth planning: FICs vs Trusts explained
Families seeking to protect and pass on wealth typically consider two key planning vehicles: Family Investment Companies (FICs) and Trusts.
Latest news about Inheritance Tax
Inheritance Tax (IHT) remains one of the most talked-about parts of the UK tax system. Rising asset values and frozen
Disabled Person’s Trust: Protecting funds and maximising tax advantages
For families with disabled beneficiaries, a Disabled Person’s Trust (DPT) offers a practical way to safeguard funds while accessing valuable
Understanding the New Inheritance Tax Rules for Pensions
The UK Government has announced that from April 2027, pensions will no longer be exempt from Inheritance Tax (IHT). This
Budget 2025: Tax implications for employers and high net worth individuals
The Chancellor’s recent Autumn Budget introduced significant changes affecting business costs and personal tax burdens. Designed to balance fiscal responsibility
The pros and cons of using an accountant to help prepare a will
When considering end-of-life planning, one crucial step is preparing a will. A properly crafted will ensures that your assets are
Understanding UK Inheritance Tax and Strategies for Minimizing Liability
In the realm of estate planning, one aspect that often weighs heavily on individuals and families is the imposition of
Understanding Gift with Reservation of Benefit (GROB)
In the realm of estate planning and inheritance tax in the United Kingdom, Gift with Reservation of Benefit (GROB) is