How Inheritance Tax (IHT) really works: Everything you need to know
Managing Inheritance Tax (IHT) is a cornerstone of effective estate planning. But what exactly is IHT, and how does it work in practice?
Is your pension IHT-proof or about to take the hit?
With pensions falling into the IHT net from April 2027, taking the necessary steps now can help protect your legacy before the changes move against you.
You’ve inherited a lump sum – what now?
Host and Senior Chartered Financial Planner James Corcoran is joined by Financial Planner Jack Dudley to explore how to make the most of an inheritance – without the risks that often come with it.
The Inheritance Tax (IHT) time bomb: Why waiting could cost your family
The longer you delay planning, the harder it hits. In fact, doing nothing until later in life could cost your beneficiaries hundreds of thousands of pounds.
How to deal with an inheritance tax liability if you inherit a large sum
Coming into an inheritance can lead to unexpected tax problems. But a gifting strategy and tax-efficient investing via pensions can mitigate these issues. Early planning can avoid this scenario altogether.
Has house price growth increased your inheritance tax liabilities?
Figures published by Nationwide show that UK house prices increased by 10.5% between July 2020 and July 2021. This puts large estates at increased risk of facing expensive IHT bills, particularly since the tax-free IHT threshold has been frozen until April 2026.
