Intergenerational

13 May 2024

Child Trust Fund - what you need to know
The key facts on Child Trust Funds

10 May 2024

Benefits of a Will - what you need to know
The importance of having Wills in place

12 April 2024

Providing for inheritance tax (IHT) on death through life assurance - what you need to know
How a life assurance policy can be used to insure against the possibility of an IHT liability and what type of policy is appropriate

05 April 2024

IHT planning with the private residence - what you need to know
When it is appropriate and when it is not to do IHT planning with an individual’s main residence

04 April 2024

Discounted Gift Trusts - what you need to know
The ability to make a lifetime gift that is effective for inheritance tax while retaining access to a regular flow of capital payments by using a Discounted Gift Trust

13 March 2024

Tax year end planning checklist for individuals - 2023/24 tax year
Suggested planning considerations for individuals for the end of the tax year - updated for Spring Budget 2024 announcements

22 December 2023

Investing for children
The rules to consider when investments are made for the benefit of, or on behalf of, minor children

28 November 2023

A useful guide to inheritance tax computations
Calculating the amount of inheritance tax payable