Estate Planning
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Taxpayers should consider charitable giving to reduce inheritance tax bills and leave more to next of kin
Taxpayers should make greater use of charitable giving to reduce their inheritance tax (IHT) bills and leave more of their estates to…
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Fraud fears over digital wills – legal experts warn
Proposals to introduce ‘digital’ Wills will increase the risk of fraud against elderly or vulnerable individuals, warns TWM Solicitors, a leading private…
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Nick Adams, co-founder of adeus explains why it’s time for advisers to rethink legacy planning and wills in the digital age
Let’s face it, wills and legacy planning don’t usually spark the most upbeat conversations. For many clients, it’s something they know they…
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Fairer Finance launches online will-writing ratings amid rising concerns over DIY wills
Fairer Finance, the independent consumer group and ratings provider, has launched a new set of product ratings for online will-writing services amid growing concerns…
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What to be aware of when contesting a will
Written by Jenny Ray, Partner at DMH Stallard Financial advisors should be mindful of the growing risk to financial planning strategies involving…
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Preparing for the 2026 tax shift : succession planning insights for family businesses from legal expert
As sweeping changes to inheritance tax and business relief loom, succession planning has never been more critical. Stephanie Parish, Partner in Private…
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Family Investment Companies come of age! ~ David Batchelor, Wills & Trusts Partnership Ltd, shares an often overlooked estate and IHT solution
The October Budget turned Inheritance Tax (IHT) on its head. Any client that had an IHT liability probably had it increased significantly…
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