Inheritance Tax

A hand extended holding a bag of pounds - illustration

Received a windfall? Inheritance from an investment perspective

There is no harm in treating an inheritance as a bonus - to buy a car, or to fund a dream holiday - but it can be a means to build up some financial security that allows greater freedom.

Investments | 19 Nov 2014
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HMRC crackdown pushes tax evasion prosecutions up by a third

The number of people being pursued through the courts for tax evasion has risen by almost a third in the last year, as HM Revenue & Customs (HMRC) steps up its efforts to close the UK's £35bn tax gap.

Tax | 13 Oct 2014
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Equilibrium plans AIM portfolio to reduce IHT costs

Equilibrium Asset Management is to launch its own AIM portfolios to help clients mitigate the cost of inheritance tax.

Investments | 07 Oct 2014
lauren-peters

BLOG: How the end of the 'death tax' will affect you

Lauren Peters of Tideway Wealth gives her view on George Osborne’s announced plans to scrap the much hated 55 per cent ‘death tax’ on pensions - and who stands to benefit.

Retirement | 03 Oct 2014
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No will? New rules change who will inherit

Intestacy rules – which govern who will inherit from a person who has left no will – change today for the first time since 1925. What are the new rules?

Inheritance Tax | 01 Oct 2014
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BLOG: Labour's proposed 'Mansion Tax' is unfair

Taxing property wealth is the bluntest of instruments, says Russell Quirk.

Mortgages | 25 Sep 2014
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The perils of emotional financial planning

Planning your financial future with your heart rather than your head can have a major impact on your long-term wealth.

Investments | 23 Sep 2014
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Planning ahead: Pre-paid funeral plans

It seems churlish to complain about the cost of burying a loved one, but it can be a considerable - and often unexpected - expense.

Savings | 17 Sep 2014
A pair of hands resting on prison bars

Financial adviser who preyed on the bereaved jailed for £85k theft

A financial adviser has been jailed for five years at Preston Crown Court for stealing a total of £85,470 from elderly victims.

Retirement | 19 Aug 2014
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Savers could pay IHT while they are still living

Savers could be forced to pay inheritance tax while they are still alive, under a new drive against tax avoidance planned by the government.

Inheritance Tax | 11 Aug 2014
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One in ten thinks government will pay for funeral

One in ten Brits wrongly believes that the government will pick up the tab for their funeral, a survey has found.

Income Tax | 17 Jul 2014
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BLOG: The inheritance tax net will continue to widen

Jacqueline Almond and Catherine O'Reilly call for a greater focus on inheritance tax as property prices skyrocket.

Inheritance Tax | 17 Jul 2014
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£1.2m battle over mother's legacy to toyboy lover highlights perils of will disputes

The recent High Court battle over a mother’s £1.2m legacy shows that will disputes are more common than people think, argues Emma Myers, Head of Wills, Probate and Lifetime Planning for Saga Legal Services.

Inheritance Tax | 14 Jul 2014
family

Kids miss out as one in four over-50s chooses to SKI

SKI-ing (Spending the Kids's Inheritance) is becoming increasing popular, with around a quarter of parents planning to leave just a fraction of their estate – or none at all – to their children.

Inheritance Tax | 08 Jul 2014
kim-kardashian-wedding

Brits routinely fail to update wills following major life changes

Almost a third of British adults neglect to revise their will following major life events such as marriage and divorce.

Inheritance Tax | 08 Jul 2014

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