Leave a Lasting Legacy: How Charitable Giving in Your Will Can Make a Difference
Charitable giving in your Will supports causes you care about and offers tax benefits. Explore how to create a meaningful legacy!
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Kylie Cox
Nov 34 min read
2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate Planning
The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!
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Kylie Cox
Oct 103 min read
The Budget: How Potential Changes to Inheritance and Capital Gains Taxes Could Impact Your Estate Planning
Potential changes to Inheritance and Capital Gains Taxes could impact your estate planning. Plan now to protect your assets and reduce tax
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Kylie Cox
Sep 54 min read
How to Gift Surplus Income to Beat Inheritance Tax: Understanding the Rules
Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
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Kylie Cox
Aug 296 min read
Understanding the Inheritance Tax 7-Year Rule: Avoiding Unexpected Bills
Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.
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Kylie Cox
Oct 2, 20233 min read
Inheritance Tax: What you need to know
Inheritance Tax (IHT) is a tax levied on the value of a deceased person's estate
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Kylie Cox
Sep 4, 20227 min read
Inheritance Tax: Spend it before the Taxman does!
Most people will want to provide financial security for themselves and their loved ones whilst also reducing tax liabilities.
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Kylie Cox
Feb 3, 20223 min read
How to make the most of tax-free allowances for married couples?
There are major benefits to being married or in a civil partnership when it comes to inheritance tax. If you are married or in a civil...
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Kylie Cox
Sep 7, 20213 min read
5 useful things you might not know about gifting to charities in your Will
Many people will consider making a gift to a charities in their Will and there are many benefits in doing so.
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Kylie Cox
Jan 7, 20213 min read
Inheritance Tax (IHT) - The Top 5 Tax Saving Tips
Inheritance Tax (IHT) remains a significant consideration for individuals seeking to safeguard their wealth and provide for their loved ones
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