Gifting to reduce an Inheritance Tax bill? Here are 5 things to check first
In the Autumn Budget 2025, the chancellor announced that Inheritance Tax (IHT) thresholds would remain frozen for a further year,…
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The essentials you need to know if you’re considering gifting your home to your children
Your home is likely to be one of the largest assets you own. So, you might be thinking about gifting…
Is your estate worth more than £2 million? Your Inheritance Tax liability could be higher than you expect
If the value of your estate is more than £2 million when you pass away, the threshold for paying Inheritance…
Inheritance Tax: The basics you need to know about the “death tax”
Inheritance Tax could reduce the wealth you leave for your family when you pass away. Around 4% of estates are…
How to use life insurance to cover a future Inheritance Tax bill for your family
The amount HMRC collected through Inheritance Tax hit a record high in 2023/24. If your estate could be liable for…
3 useful options you may want to consider when passing on assets to your loved ones
If you want to pass on wealth to your family, there’s more than one option. Read about the key considerations…
A Lasting Power of Attorney could offer protection at every life stage
While you might associate needing a Lasting Power of Attorney with the elderly, ill health and accidents could occur at…
The pros and cons of choosing a living legacy over leaving an inheritance
You may want to support loved ones by gifting assets during your lifetime, rather than leaving them an inheritance. A…
Received an inheritance? Here’s why you should consider boosting your pension
If you’re preparing to take out a mortgage, working with a mortgage broker can be valuable. As well as helping…
7 steps to take when you receive an inheritance to make the most of it
Receiving an inheritance can be life-changing. But it can also be overwhelming and you may not know where to start…