Kylie CoxNov 34 min readInheritance Tax2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate PlanningThe 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!
Kylie CoxOct 103 min readInheritance TaxThe Budget: How Potential Changes to Inheritance and Capital Gains Taxes Could Impact Your Estate PlanningPotential changes to Inheritance and Capital Gains Taxes could impact your estate planning. Plan now to protect your assets and reduce tax
Kylie CoxSep 54 min readInheritance TaxHow to Gift Surplus Income to Beat Inheritance Tax: Understanding the RulesLearn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
Kylie CoxJan 7, 20213 min readTrustsGifting Assets - Protecting Family Assets through the GenerationsMaking gifts can have significant consequences on an individual's inheritance tax bill and could lead to the loss or mismanagement of assets