inheritance tax
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Deeds of Variation: A second chance to shape an inheritance
Inheritance Tax has been receiving increased attention in recent years. With tax-free thresholds remaining frozen and Inheritance Tax...
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Getting it right first time: Why HMRC is watching IHT400s more closely than ever
HMRC has significantly increased its scrutiny of inheritance tax filings in recent years, with a particular focus on estates that require...
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Increased risks for Personal Representatives under the 2027 pension IHT reforms
From April 2027, significant changes to the inheritance tax (IHT) treatment of pensions are set to reshape the obligations and potential...
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The death of romance?
I recently read a newspaper article featuring a woman whose partner died 13 years ago, resulting in serious financial consequences for...
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New year, new Will
For many of us, the new year is a time for setting goals, making plans, and thinking about the future. It’s therefore the perfect time to...
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Budget Day 2025: What this means for Inheritance Tax
Today’s Autumn Budget, delivered by Chancellor Rachel Reeves, places renewed emphasis on balancing the books through a ‘stealth’ tax...
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Trusts: You can’t have your cake and eat it
Trusts are a valuable estate planning tool, but it is crucial to note that they cannot act as a sword and a shield for Inheritance Tax...
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Upcoming changes to Agricultural and Business Relief from Inheritance Tax
The UK Government has announced significant changes to Agricultural Relief (APR) and Business Property Relief (BPR) as part of the...
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Autumn Budget from a matrimonial lawyer’s perspective
After a change in government over the summer, Labour’s first Budget will be delivered by Chancellor Rachel Reeves on Wednesday 30 October...
Inheritance and capital gains tax changes likely – Should compensation awards be treated differently?
As we are all probably well aware, the country has a financial black hole - some £22 billion - which, sadly, is unlikely to be found down...
House price rise – Don’t forget the Inheritance Tax planning!
As the end of the Stamp Duty Land Tax (SDLT) exemption period comes to an end, as of the close of business on 30 June (much to the relief...
Rising tax without raising taxes
After digesting more of the detail that underlay yesterdays Budget speech, my biggest takeaway for private individuals is that the...
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