Powers of Attorney and Pensions – a good couple
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Powers of Attorney and Pensions – a good couple
Posted by Ian Henman on March 27, 2024

Powers of Attorney really are vital to have in place before someone becomes old or loses the capacity to make decisions.

IHT: when the 7-year rule becomes the 14-year rule
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IHT: when the 7-year rule becomes the 14-year rule
Posted by Ian Henman on February 29, 2024

Inheritance Tax is complicated! Without the right planning, you get can get tripped up by the 14-year rule and pay more than you need.

Inheritance Tax changes and common questions
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Inheritance Tax changes and common questions
Posted by Ian Henman on December 13, 2023

Inheritance tax rules can be difficult to understand, so we have answered some of the most common IHT questions.

Trusts? Don’t forget to register your Trusts…….
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Trusts? Don’t forget to register your Trusts…….
Posted by Ian Henman on December 8, 2023

Trusts can be an important tool when it comes to tax planning and organising your financial affairs. We look at how trusts started and some of the issues involved in using them.

Making a Will: your New Year resolution?
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Making a Will: your New Year resolution?
Posted by Ian Henman on December 4, 2023

The number of people making a Will is rising. But some 60% of us don’t have an up-to-date Will. So why not make yours in the new year.

Gifts out of surplus income and Inheritance Tax
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Gifts out of surplus income and Inheritance Tax
Posted by Ian Henman on November 13, 2023

If you give gifts out of surplus income, they don’t attract Inheritance Tax. Yet few people do this. We look at how this tax break works.

Downsizing Relief: how it can cut your Inheritance Tax bill
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Downsizing Relief: how it can cut your Inheritance Tax bill
Posted by Ian Henman on November 10, 2023

Are you familiar with downsizing relief? We help you understand how it works and how it can slash your Inheritance Tax bill.

Rental income and spouses (pt 2): limited companies
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Rental income and spouses (pt 2): limited companies
Posted by Ian Henman on October 27, 2023

In this second post about rental income and spouses, we look at implications for unmarried couples and holding property via a limited company

Dying without a Will is a very bad idea!
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Dying without a Will is a very bad idea!
Posted by Ian Henman on October 23, 2023

Understanding what dying without a Will actually means in practice and how your assets would be shared out if you were to die intestate.

Rental income and married couples: how does it work?
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Rental income and married couples: how does it work?
Posted by Ian Henman on October 18, 2023

When it comes to rental income and married couples, different ownership structures can have different tax implications. We take a closer look.

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