Time for a midlife MOT?

21st February, 2024

Just to be clear, we’re not talking about your physical health here (that’s the doctor’s…

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The complexities of succession planning

11th October, 2023

Succession, the hugely popular TV show, highlights the complexities of wealth transfer. There’s a lot…

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IHT goes mainstream

22nd August, 2023

Inheritance Tax (IHT) receipts have been consistently rising, with new data from HM Revenue &…

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Transferring wealth in the way you want

14th June, 2023

With the coming years set to see record flows of assets pass down the generations,…

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On the trail of unpaid IHT

16th May, 2023

HMRC has set up a new specialist team to target estates of wealthy deceased individuals…

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Estate planning – take control

15th March, 2023

Inheritance Tax (IHT) is once again in the spotlight following the Chancellor’s decision to freeze…

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Intergenerational planning – a growing need

4th January, 2023

With the next 30 years set to witness the largest ever intergenerational passing of wealth,…

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IHT – time for a refresh?

7th October, 2022

Latest data from HM Revenue & Customs (HMRC) revealed IHT receipts for April 2021 to…

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Trust Registration Service update

27th July, 2022

The Trust Registration Service (TRS) opened in 2017 with the aim of digitalising the trust…

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IHT reporting – all change

22nd June, 2022

Keeping up to date with tax changes can be challenging and you may have missed…

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