2 Minute read, September 24, 2026
HMRC is contacting some trustees after identifying possible errors in recent Trust and Estate tax returns relating to…
2 Minute read, August 10, 2026
After someone dies, the beneficiaries may find that the way an estate has been distributed does not reflect…
2 Minute read, May 28, 2026
Most lifetime gifts are treated as potentially exempt transfers (PETs) for Inheritance Tax (IHT) purposes. In general, these…
2 Minute read, May 14, 2026
Making gifts during your lifetime can be an effective way to reduce the value of your estate for…
2 Minute read, April 16, 2026
The settlements legislation is designed to ensure that where a settlor retains an interest in settled property, the…
1 Minute read, March 26, 2026
The 7-year gift rule is still an available option for those making lifetime gifts, offering a way to…