Inheritance Tax

Tax Efficient Gifts For Christmas

2023-03-02T09:23:33+00:00Estate Planning|

If you’re looking to make sure your children or grandchildren benefit from your generosity rather than the taxman, here are the things to be aware when it comes to inheritance tax free or tax efficient gifts for Christmas. In this article: What is a Gift? Exempted Gifts Savings Accounts Junior ISA Child's Pension Premium [...]

What is a Will and Why Do You Need One?

2023-02-01T11:02:30+00:00Estate Planning|

Simply put, a last Will and testament (which is a legally binding document) is needed to ensure that after your death, specific assets, money and possessions go to the particular people and/or organisations you choose. These will include children and other family or friends you want to support and and any charitable donations you [...]

What is Intergenerational Wealth Transfer?

2023-10-17T10:54:06+01:00Estate Planning, Wealth Management|

Intergenerational wealth transfer is essentially about transferring wealth from one generation to the next. This can be done through a variety of means, including inheritance, gifting money or property, trusts and investing in life insurance, each with their advantages and disadvantages. National statistics show that the net worth of the population is rising and [...]

The Inheritance Tax Trap

2024-01-08T17:40:36+00:00Estate Planning, Podcast, Wealth Management|

In this podcast episode, I discuss how effective estate preservation planning could save a family a potential inheritance tax bill amounting to hundreds of thousands of pounds. Key Takeaways Inheritance Tax was introduced in 1986 replacing the old Capital Transfer Tax which itself replaced Estate Duty. [...]

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