Estate Planning
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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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IHT thresholds freeze will cost £270,000 by 27/28 tax year
Inheritance tax (IHT) thresholds would be £270,000 higher by the 27/28 tax year if they had risen in line with inflation, new…
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Seizing the 2027 Mandate: How advisers can capitalise on the end of pension IHT exemptions
Gareth Davies, pension specialist at Scottish Widows, highlights the April 2027 inheritance tax changes as a major shift for advisers, with unused…
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Frozen £3,000 inheritance tax-free gift allowance has lost 78% of its value after remaining unchanged since 1981
The annual £3,000 allowance that allows individuals to pass on gifts free of inheritance tax has lost 78% of its value since…
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CII says profession is ‘more worried than prepared’ for £5.5trillion Great Wealth Transfer
The Chartered Insurance Institute (CII) Group has published findings from its Great Wealth Transfer Roundtable, warning that the financial planning profession is underprepared for…
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