Plan your wealth. Enjoy your life! One of the most common conversations I have with retired clients isn’t about whether they have enough money. It’s about whether they feel comfortable enjoying it. After years – often decades – of working hard, saving diligently and living within their means, many people […]
Tag Archives: inheritance tax
Blog, Business, Pensions, Personal Finance, Protection, Tax, Wealth
How to spot a pension or inheritance tax scam. Why trusted financial advice matters.
07
Jul
Jul
Spotting the warning signs With continued discussion around inheritance tax (IHT) changes due in April 2027 and pensions, many people are understandably reviewing their financial plans and considering how best to protect family wealth. At the same time, there is growing awareness across the financial sector of fraudsters, pension scammers […]
16
Apr
Apr
Inheritance tax (IHT) relief has long played a vital role in allowing farms and family businesses to pass from one generation to the next without being forced to sell assets. From April 2026, that landscape changes. Reforms to Agricultural Property Relief (APR) and Business Property Relief (BPR) introduce a cap […]
09
May
May
In our previous blog, Inheritance Tax Exemptions – Christmas is a time for giving, we explained some of the main exemptions available to reduce your estate and any IHT liability it may attract. One such exemption, which is potentially the most valuable, is that of “Normal Expenditure out of Income”. […]
15
Dec
Dec
With Christmas fast approaching you may be stuck for ideas of what to get your nearest and dearest. If the idea of spending a day walking around a busy shopping centre fills you with dread, you may want to consider a cash gift instead. But before you go reaching for […]
08
Apr
Apr
The dawning of a new tax year commonly sees a flurry of share transfers as business owners seek to ensure their extractions of profits are tax-efficient. However, transfers of shares between family members and employees can hold lots of hidden tax charges. Here are three of the main types […]
26
May
May
Former Labour Chancellor Roy Jenkins famously described Inheritance Tax as: “A voluntary levy paid by those who distrust their heirs more than they dislike the Inland Revenue.” Inheritance Tax is now nearly 35 years old, but the comments made by Jenkins back in the day still hold a kernel of […]