Inheritance Tax Planning

An overview of the key changes from the 2024 Autumn Budget, that may impact your finances this tax year and beyond.

The Autumn Budget will be the first Labour Budget and is expected to address a “£22 billion black hole” in the public finances.

We explore whether you can fund the cost of care, whilst at the same time protecting your children's inheritance from nursing home costs.

With high house prices, university fees, and a cost-of-living crisis, it's no surprise that more grandparents are gifting money to grandchildren.

Inheritance tax (IHT) payments reached unprecedented levels earlier this year, setting a new record for the highest ever monthly collection.

Whether you're a business owner or an employee, pension planning for high earners is one of the most tax-efficient ways to invest your money.

Gifting property to children or family members during your lifetime is incredibly generous, but there are potential pitfalls you need to avoid

How you can ensure the Residence Nil-Rate Band is either fully utilised or transferred, including the use of trusts, to mitigate IHT?

If navigating Inheritance Tax feels like a bewildering maze, you're not alone. We take a look at where you can go for advice on inheritance tax?

Changes to the Pension Lifetime Allowance and Annual Allowance mean you can put more money into your pension without attracting a tax charge