THE TOUCAN BLOG
Inheritance Tax
When the 7-Year Rule Does Not Apply: Gifts with Reservation of Benefit (GWR)Discover why the 7 year rule may not protect your estate from Inheritance Tax with Gifts with Reservation of Benefit. Learn about the 7 year rule exceptions.
Kylie Cox · August 20252 min read
Unlocking Inheritance Tax Business Relief: Expert Guide for UK Business OwnersUnlock Inheritance Tax Business Relief with our expert guide for UK business owners. Ensure your business legacy with Inheritance Tax Business Relief.Kylie Cox · April 20254 min read
Inheritance Tax: The Voluntary Tax You Can Avoid with Proper PlanningLearn how Inheritance Tax can be a voluntary tax with proper planning. Discover strategies to minimize or avoid Inheritance Tax legally.Kylie Cox · March 20253 min read
Sharing Wealth During the Festive Season: A Guide to Lifetime GiftingDiscover the art of 'Lifetime Gifting' this festive season. Uncover tax-efficient strategies and create a lasting legacy of financial security for your loved ones.Kylie Cox · December 20242 min read
Leave a Lasting Legacy: How Charitable Giving in Your Will Can Make a DifferenceDiscover the power of leaving a charitable gift in your Will. Make a lasting impact on causes close to your heart and reduce inheritance tax. Learn more here!Kylie Cox · November 20241 min read
2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate PlanningDiscover how the 2024 Budget's inheritance tax changes could impact your estate planning. Learn strategies to safeguard your wealth and adapt to the new rules.Kylie Cox · November 20242 min read
The Budget: How Potential Changes to Inheritance and Capital Gains Taxes Could Impact Your Estate PlanningDiscover how potential changes to Inheritance and Capital Gains Taxes in 'The Budget' could impact your estate planning. Learn strategies to safeguard your wealth.Kylie Cox · October 20241 min read
How to Gift Surplus Income to Beat Inheritance Tax: Understanding the RulesDiscover how to beat inheritance tax by gifting surplus income. Learn the rules, benefits, and key steps to ensure your gifts qualify for the exemption.Kylie Cox · September 20241 min read
Understanding the Inheritance Tax 7-Year Rule: Avoiding Unexpected BillsLearn how the 7-year rule impacts inheritance tax. Avoid unexpected bills & plan your estate effectively. Get expert advice. Protect your legacy now!Kylie Cox · August 20243 min read