estate inheritance

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

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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?

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advice on Inheritance Tax

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?

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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.

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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

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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

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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

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