September 24, 2026HMRC is contacting some trustees after identifying possible errors in recent Trust and Estate tax returns relating to- August 10, 2026After someone dies, the beneficiaries may find that the way an estate has been distributed does not reflect their wishes
- May 28, 2026Most lifetime gifts are treated as potentially exempt transfers (PETs) for Inheritance Tax (IHT) purposes. In general,
- May 14, 2026Making gifts during your lifetime can be an effective way to reduce the value of your estate for Inheritance Tax…
April 16, 2026The settlements legislation is designed to ensure that where a settlor retains an interest in settled property, the- March 26, 2026The 7-year gift rule is still an available option for those making lifetime gifts, offering a way to potentially reduce
- March 19, 2026As a general rule, someone who inherits property, money or shares is not liable to pay tax on the inheritance…
