inheritance tax

Maximise savings before the end of tax year with strategies like ISAs, gifting, and pensions to reduce tax and grow your wealth.

Inheritance tax is often associated with married couples and families, but what about singles, cohabiting couples or people who don’t have children?

Depending on the value of the estate, you may need inheritance tax. Find out more, with expert advice on what to do with an inheritance windfall

Without careful planning, leaving your family with an inheritance may come with a sting in the tail. But there are ways to minimise IHT.

Conor McCann from Amber River NI explains some of the key considerations family business owners need to be mindful of when planning an exit from the business

If you don't have an estate plan, the aftermath of your passing could come with costly and unwelcome consequences for your loved ones

Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.

Inheriting a lump sum can feel quite overwhelming. While we can’t tell you how to spend it, we can suggest a few options worth considering

As well as being there to see your family's enjoyment, gifting is also a great way to reduce the value of your estate for Inheritance Tax

Make sure more of your wealth is on passed to your loved ones; setting up trusts and gifting can help reduce any inheritance tax due

Kerry McCaughan looks at four critical stages of family financial business planning: protection, profit, succession and inheritance

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce your tax bill in retirement.

Inheritance tax can cause chaos for families during what is already a difficult time, which is why it’s worth planning the most efficient way to leave your legacy.

Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to making the most of your money.

Retirement is a time to focus more on leisurely pursuits - so how can you make the most of your pension so you can make the most of your retirement?

Find out how to manage your investment risk by investing in different kinds of assets to neutralise the impact of poorer performing assets.

Retirement means different things to different people, but we all still want it to be a fulfilling time of life. That's why a good retirement plan should be more than just a pension.

Planning your estate to leave more than just memories to your loved ones is a wonderful position to be in, but there are a number of mistakes to avoid.