Leave a Lasting Legacy: How Charitable Giving in Your Will Can Make a Difference
Charitable giving in your Will supports causes you care about and offers tax benefits. Explore how to create a meaningful legacy!
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Kylie Cox
Nov 34 min read
2024 Autumn Budget Shake-Up: How New Inheritance Tax Rules Could Impact Your Estate Planning
The 2024 Budget brings big changes to estate planning. Higher IHT, new pension taxes & capped reliefs mean it's time to review your plans!
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Kylie Cox
Oct 103 min read
The Budget: How Potential Changes to Inheritance and Capital Gains Taxes Could Impact Your Estate Planning
Potential changes to Inheritance and Capital Gains Taxes could impact your estate planning. Plan now to protect your assets and reduce tax
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Kylie Cox
Sep 183 min read
Estate Planning for Business Owners: Securing the Future of Your Business and Family
Estate planning is essential for business owners to ensure continuity, protect assets, & minimise taxes. Learn how to protect your business
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Kylie Cox
Sep 54 min read
How to Gift Surplus Income to Beat Inheritance Tax: Understanding the Rules
Learn how gifting surplus income can help reduce inheritance tax, and why keeping detailed records is crucial to qualify for the exemption.
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Kylie Cox
Aug 296 min read
Understanding the Inheritance Tax 7-Year Rule: Avoiding Unexpected Bills
Understand the Inheritance Tax 7-year rule to avoid unexpected bills. Learn how careful estate planning can protect you and your loved ones.
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Kylie Cox
Aug 184 min read
How long does Probate take? Key Dates You Need to Know
Key dates in estate administration from probate application to inheritance tax deadlines to help guide executors
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Kylie Cox
Jul 265 min read
Which Trust is Right for You? A Comprehensive Guide
Trusts are a versatile and powerful tool in estate planning. Trusts are very common and play a key role in many aspects of everyday life.
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Kylie Cox
Jul 24 min read
The "Great Wealth Transfer" - Why You Need to Have "The Money Talk" with Your Parents
Talking about money with your parents can be uncomfortable, but it's a conversation that’s essential for ensuring financial security.
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Kylie Cox
Jun 44 min read
Understanding the Probate Process
The probate process in England and Wales is a complex legal procedure that ensures the proper distribution of a deceased person's estate.
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Kylie Cox
Apr 93 min read
Understanding Life Insurance: A Guide to Protecting Your Family's Financial Future by writing your Life Insurance Policy into Trust
The benefits of writing life insurance policies into trusts and how it can safeguard your family's financial future.
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Kylie Cox
Jan 93 min read
Estate Administration - Navigating the Tax Jungle: A guide to dealing with tax following the death of a loved one
Unravelling the mysteries of Tax, providing insights to ease your journey through the complex world of probate and estate administration.
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Kylie Cox
Dec 4, 20233 min read
A guide to valuing an estate for Probate
An estate evaluation is required for the Probate application and depending on the value, to calculate if any Inheritance Tax is payable
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Kylie Cox
Oct 2, 20233 min read
Inheritance Tax: What you need to know
Inheritance Tax (IHT) is a tax levied on the value of a deceased person's estate
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Kylie Cox
Sep 4, 20227 min read
Inheritance Tax: Spend it before the Taxman does!
Most people will want to provide financial security for themselves and their loved ones whilst also reducing tax liabilities.
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Kylie Cox
Feb 3, 20223 min read
How to make the most of tax-free allowances for married couples?
There are major benefits to being married or in a civil partnership when it comes to inheritance tax. If you are married or in a civil...
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Kylie Cox
Sep 7, 20213 min read
5 useful things you might not know about gifting to charities in your Will
Many people will consider making a gift to a charities in their Will and there are many benefits in doing so.
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Kylie Cox
Jul 5, 20213 min read
Protecting you, your family and your wealth
What would happen to our families and belongings if we were no longer around. It is important to look at how we manage our assets.
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Kylie Cox
Jan 7, 20213 min read
Inheritance Tax (IHT) - The Top 5 Tax Saving Tips
Inheritance Tax (IHT) remains a significant consideration for individuals seeking to safeguard their wealth and provide for their loved ones
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