01708 300410
September 24, 2026HMRC is contacting some trustees after identifying possible errors in recent Trust and Estate tax returns relating to the type…- August 10, 2026After someone dies, the beneficiaries may find that the way an estate has been distributed does not reflect their wishes…
- May 28, 2026Most lifetime gifts are treated as potentially exempt transfers (PETs) for Inheritance Tax (IHT) purposes. In general, these gifts become…
- May 14, 2026Making gifts during your lifetime can be an effective way to reduce the value of your estate for Inheritance Tax…
- April 16, 2026The settlements legislation is designed to ensure that where a settlor retains an interest in settled property, the income arising…
- March 26, 2026The 7-year gift rule is still an available option for those making lifetime gifts, offering a way to potentially reduce…
- March 19, 2026As a general rule, someone who inherits property, money or shares is not liable to pay tax on the inheritance…
