Keeping your estate inheritance in the bloodline
The moment your Will is finalised, subsequent changes to your circumstances can affect your estate inheritance plans - including for your children
How does the Residence Nil-Rate Band affect trusts?
How you can ensure the Residence Nil-Rate Band is either fully utilised or transferred, including the use of trusts, to mitigate IHT?
Who’s the best person to advise on Inheritance Tax?
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?
What should I do with an inheritance received in my 60s?
Receiving an inheritance in your 60s could affect the value of your estate, and the amount of inheritance tax due.
What’s the difference between a will and a trust?
Wills and trusts are both important components of estate planning. It’s easy to confuse the two, but there are key differences between them
The benefits of placing your life insurance in a trust
Placing your life insurance policy in trust could help your family avoid a big tax bill and lengthy probate delays upon payout
Setting up trusts and gifting in your lifetime
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