Efficient Strategies for Managing Estate Costs and Minimising Inheritance Tax
6 Articles
6 Articles
Harold Stephens: Using surplus income for inheritance tax planning
By James Kenward; Independent Financial Adviser For wealthier individuals, pensions have traditionally been the last asset accessed due to their inheritance tax (IHT) efficiency. If recent proposed changes go ahead, the impact will vary – those using pensions mainly for retirement income may need tweaks, while those intending to pass on wealth may require more significant changes and a new approach.One of the most underused IHT exemptions is gif…
Q&A: residence nil rate band and inheritance tax
standfirst: In this week’s Q&A, Kiya Jacobs ATT, tax adviser at Croner-i VIP Tax Team, explains the ins and outs of inheritance tax and residence nil rate band issuesMy client has recently passed away leaving his main residence to a discretionary trust for his children. Can my client’s estate still benefit from the residence nil rate band?For your client’s estate to qualify for the residence nil rate band there are certain criteria that need to …
Efficient Strategies for Managing Estate Costs and Minimising Inheritance Tax
Estate costs and Inheritance Tax are often made more complicated because of two reasons. One, it is often a topic that is closely linked to death which is an uncomfortable thing at the best of the times. This can limit the scope of conversations and prevent meaningful progress from being made. Secondly, it is a topic that is surrounded by regulations, as well as exemptions and reliefs. Approaching this topic with no knowledge can make everything…
Inheritance Tax Essentials for 2025/26
April 2025 – Spotlight On: Inheritance Tax Essentials for 2025/26. Click here to read more. Download our April Spotlight. Book a free consultation with our experts. Book a consultation The post Spotlight On: Inheritance Tax Essentials for 2025/26 | April 2025 appeared first on Fusion Consulting Group.
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