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Gifting can be a very useful tool in Inheritance Tax Planning, and if used correctly, it can partially or wholly mitigate the impact of Inheritance Tax on your estate. However, gifting is not always so simple and there are pitfalls for the unwary.
21 September 2025
Colin Glass

What to expect from this year’s Autumn Budget: separating the facts from the rumours
18 September 2025
Rhea Rhugani

The concept of a Trust was established approximately 900 years ago and despite the somewhat negative press, can still play an active role in estate planning today.
31 August 2025

Whilst gifting assets can be an effective way of reducing the value of your estate, doing so in the wrong way can have a detrimental effect on the taxation of your estate.
15 August 2025
Colin Glass

New restrictions will limit the ability of family business owners to pass their business to the next generation.
21 July 2025
Colin Glass

Misconceptions persist around second marriages, including what will happen to your children from earlier relationships.
15 July 2025
Colin Glass

Trusts are an effective and flexible tool for estate planning, but they require careful planning and a clear understanding of the tax implications.
9 July 2025
Rhea Rhugani

Having a power of attorney in place means that your spouse, adult child or someone that you trust can make decisions on your behalf and in accordance with your wishes.
4 July 2025
Colin Glass

AI-generated wills come with significant risk. Head of Private Wealth Rhea Rhugani explains the pitfalls and potential costs.
2 July 2025
Rhea Rhugani

In the second in our Myth Busters series, Colin Glass (Partner in our Private Wealth team) looks at the misconceptions that persist around gifting your family home.
27 June 2025
Colin Glass