Inheritance Tax Planning

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

Wills and trusts are both important components of estate planning. It’s easy to confuse the two, but there are key differences between them

Equity release is a way of releasing money tied up inthe value of your property without you having to sell it,so you can continue to live there. It’s available to people aged over 55 –but it does come with risks attached.

Placing your life insurance policy in trust could help your family avoid a big tax bill and lengthy probate delays upon payout