Protecting Your Assets

Discover practical ways to protect your assets and ensure they pass to your chosen beneficiaries. Articles cover trusts, insurance, and legal arrangements for peace of mind.

Donating to Charity

Give money to charity during your lifetime or in your will to reduce inheritance tax and support causes you care about.

Ensuring Your Inheritance Paperwork is in Order

Getting your financial documents and will in order now saves your family time and stress later.

Giving to Companies and Trusts

How to give money to companies and trusts while controlling where it goes and managing tax implications.

How Much Will You Pay?

Inheritance Tax is charged at 40% on estates above the nil rate threshold, currently £300,000 to £350,000 depending on the year.

Inheritance on Antiques and Artworks

Valuable antiques and artworks can trigger large inheritance tax bills, but the Acceptance in Lieu scheme lets you donate them to galleries instead.

Inheritance Tax, Marriage and Civil Partnerships

How marriage and civil partnerships affect inheritance tax, plus what you need to know if you're living with a partner.

The Importance of a Will

Without a will, your loved ones face confusion and extra costs when sorting out your estate after you're gone.

Valuation of Your Estate

Work out what your estate is worth now to help with inheritance tax planning and ease the burden on your executors later.