Estate Planning
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HMRC says £156m of gifts intended to reduce IHT may still be taxable
HMRC says it has identified £156m worth of gifts in the last year* that may still be liable for Inheritance Tax (IHT)…
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Financial planning firms see estate planning and retirement as top client priorities
Clients of financial planning firms are increasingly looking for support across retirement, estate planning and intergenerational wealth transfer, according to the latest Financial…
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Inheritance mismatch: Gen Z betting on payouts as parents plan to spend
A disconnect is emerging between younger generations expecting to inherit, and parents balancing their own retirement lifestyle and needs, according to new…
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Late IHT penalties surge 35% as families struggle with complex returns
The number of penalties issued by HMRC for filing Inheritance Tax (IHT) returns late increased 35% to 5,200 over the last five…
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Inheritance tax and gifting: A guide for grandparents
Emi Page, legal director at Winckworth Sherwood, outlines the inheritance tax rules grandparents should keep in mind when making lifetime gifts to…
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Brits missing out on little-known inheritance tax relief on regular gifts
Nearly three quarters of UK adults (72%) do not realise that money regularly gifted from spare or excess income is immediately exempt…
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Defined contribution pension estates shake-up boosts onshore investment bond use
The inclusion of unused defined contribution (DC) pension funds in estates is shaking up advice and boosting the use of onshore investment…
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IHT changes to pensions: the unintended impact on charitable legacies
Adam Creasey, senior associate, and Emma Sinclair, trainee solicitor, at Stevens & Bolton, examine how the April 2027 inheritance tax changes for…
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Compounding effect of IHT reforms prompting long-term residents to exit the UK
According to Marc Acheson, Global Wealth Specialist at Utmost, a leading provider of insurance-based wealth solutions, the UK is experiencing a second wave…
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Lack of communication fuelling step-family inheritance disputes, as 80% of UK adults say their family don’t know their wishes for when they die
Lack of estate planning and communication within families is fuelling a significant rise in inheritance disputes, with blended families at most risk…
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