Insights

Inheritance Tax

Understanding gifting out of income - how regular gifts could help reduce Inheritance Tax

With changes to IHT on pensions incoming, many families are choosing to review their estate planning and consider the options available for passing on wealth during their lifetime. One often-overlooked opportunity is the 'gifts out of surplus income' exemption

Inheritance Tax

IHT gifting reminder: your questions answered

Gifting is back in the spotlight due to rising Inheritance Tax (IHT) receipts and ongoing reforms affecting wealth transfer

Inheritance Tax

Pensions and IHT - the shake-up many are missing

From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)

Inheritance Tax

Passing on wealth – the essentials of IHT

A guide to Inheritance Tax thresholds, exemptions and planning essentials

Inheritance Tax

How are you preparing for generational wealth transfer?

It’s Global Intergenerational Week (24-30 April) - an annual campaign that promotes and celebrates intergenerational connection.

Inheritance Tax

Are your family ready for the largest intergenerational transfer in history?

Largest wealth transfer in history: how planning can protect your family’s future