Do I need a trust to protect my family’s wealth? How trusts work and when they’re worth it
Many people wonder if setting up a trust is the best way to protect their family’s wealth. Here’s what trusts do, when they work, and when they could cause more harm than good.
How the 7-year rule works when gifting money: expert inheritance tax advice
If you’re thinking about giving money to family, you may have heard of the 7-year rule. Here’s what it means and how the right inheritance tax advice can help you make the most of it.
Inheritance tax on pensions: what the new rules mean for your estate
The UK government’s 2027 pension rule change is set to have a major impact on inheritance tax (IHT) planning. What was once a tax-efficient way to pass on wealth is now under scrutiny. So, what does this mean for your retirement and estate planning?