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Making gifts during your lifetime can be an effective way to reduce the value of …
The settlements legislation is designed to ensure that where a settlor retains an interest in …
The 7-year gift rule is still an available option for those making lifetime gifts, offering …
As a general rule, someone who inherits property, money or shares is not liable to …
The government recently announced significant changes to the planned reforms to Agricultural Property Relief (APR) …
Agricultural and business property relief changes that were first announced at Autumn Budget 2024 will …
The 2027 reforms will shift more responsibility to personal representatives, who may need to manage …
Certain buildings, land, works of art, and other objects of national significance may be exempt …
Gifting assets can cut inheritance tax, but traps like “gifts with reservation of benefit” may …
From 6 April 2027, new measures first announced in the Autumn Budget 2024 will come …
Trustees must manage assets, follow tax rules, and register with HMRC where required. A trust …
With the Residence Nil Rate Band (RNRB), families can pass on up to £1 million …
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