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When someone dies, Inheritance Tax needs to be considered. Without the right professional advice and careful financial planning, HM Revenue & Customs can become the single largest beneficiary of your estate following your death. To evaluate whether or not Inheritance Tax could become payable, all of your assets you hold at the date of death need to be valued, and reliefs and exemptions determined.
Download PDFThere are many things to consider when looking to protect your family and assets. Whatever your priorities are, the sooner you start thinking about IHT planning, the more you can do.
Download PDFThere’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how Individual Savings Accounts (ISAs) are treated after death. Given that some people have been able to amass over a million pounds in their ISAs, it’s an area where lack of knowledge could prove costly.
Download PDFIt's important to consider the tax implications of making financial decisions. The 2018/19 tax year is now upon us and a raft of new changes have come into force. The good news is that there is little change in the overall tax burden for basic-rate taxpayers. However, there are a number of areas that have changed that should be taken note of.
Download PDFThe 2017/18 tax year ends on 5 April 2018, with the new tax year beginning the following day, on 6 April. These are important dates for financial planning, so it’s important you don’t miss the chance to make the most of valuable tax-efficiencies and allowances. Read our factsheet for more information.
Download PDFThe importance of taking financial advice when it comes to tax planning it becoming more essential and can never be overestimated – and the sooner you start planning, the better for you.
Download PDFThe rules around Inheritance Tax changed from 6 April 2017 with new introductions to rules on passing down wealth. Read our Inheritance Tax Change factsheet to place control over what happens to your assets after your death.
Download PDFWith a Lifetime Individual Savings Account, you can use some or all of the money to buy your first home or keep it until you're 60. Read our factsheet to find our more about the Lifetime Individual Savings Account.
Download PDFTaxpayers (employees and self-employed) who have withdrawn amounts from their pension fund and
then want to top the fund up again are affected by Money Purchase Annual Allowance (MPAA)Read our factsheet to find out more about Money purchase annual allowance
