Effective inheritance tax planning is essential for property investors. By understanding the tax thresholds and exploring tax-efficient investment strategies, you can significantly reduce the amount your heirs will need to pay. Many property owners are unaware that the value of their investments can elevate their estates above the nil-rate band, resulting in a substantial tax […]

Inheritance tax can be a complex issue, especially for non-UK domiciled individuals. Understanding the rules around this tax is crucial for effective estate planning. Planning strategically can help you minimise your inheritance tax liability and protect your assets for your beneficiaries. As a non-domiciled individual, you may benefit from specific exemptions and rules that differ […]

Family Investment Companies (FICs) can be a powerful tool for managing your wealth efficiently, especially when it comes to inheritance tax. By using FICs, you can effectively reduce your tax liabilities while still maintaining control over your assets. This allows you to create a robust financial strategy that not only protects your wealth but also […]

The landscape of inheritance tax (IHT) is changing, and it’s essential for you to stay informed about these developments. With new proposals shifting IHT from a domicile-based tax to a residency-based tax, understanding these changes is crucial for effective estate planning. As these reforms take shape, your financial strategies must adapt to minimise potential tax […]

When individuals own property together, the tax implications upon one owner’s death can be complex. Inheritance tax (IHT) is a concern for many when dealing with an estate, particularly when it comes to jointly owned property. The rules surrounding this area of taxation hinge on the nature of joint ownership and the relationship between the […]

Inheritance tax in the UK can have significant implications for the assets one leaves behind. Charged on the estate of the deceased, this tax applies when the value of an individual's estate exceeds the current thresholds. Proper tax planning is essential for those looking to mitigate the impact of inheritance tax on their beneficiaries. Understanding […]

Choosing the right inheritance tax consultant can be a daunting task. With so many options available, it can be difficult to know where to start. However, with the right guidance, you can make an informed decision and find the consultant that best suits your needs. The first step in choosing an inheritance tax consultant is […]

If you're looking for help with your estate planning, an inheritance tax financial adviser may be just what you need. IHT stands for Inheritance Tax, and IHT financial advisers are experts in helping clients minimise the amount of tax their estate will have to pay when they pass away. Inheritance Tax can be a significant […]