You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.

Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.

From trade wars to the threat of a socialist government raiding family wealth, there is much for affluent individuals to worry about this month.

Many people wish to give substantial amounts to grandchildren and a bare trust might provide the perfect solution to many of the tax, control and protection issues holding them back.

IHT concerns continue to drive a good deal of our enquiries traffic and it’s also been great to see users getting proactive about professional, good value advice generally as summer gets under way.

Britons are notoriously reticent when it comes to talking about finances, even with family. Yet you really should try to put any qualms aside and […]

House prices have been rocketing, particularly in property hot-spots like London and the Southeast. The property boom means that more and more people are inheriting […]

Inheritance is nothing to bank on, but the reality is that every year in the UK well over £10 billion is passed down to the […]

Losing a partner often plunges the surviving spouse into financial disarray, but a simple financial plan can head off further strain at an already difficult […]