Life insurance can provide a cash payment that beneficiaries may use to help settle an IHT bill. This can be particularly valuable where much of an estate is tied up in property, investments or other assets that cannot easily be accessed or sold quickly.
Gifting is back in the spotlight due to rising Inheritance Tax (IHT) receipts and ongoing reforms affecting wealth transfer
From April 2027 unused pension funds will no longer sit outside an estate, a significant change in Inheritance Tax (IHT)
A guide to Inheritance Tax thresholds, exemptions and planning essentials
It’s Global Intergenerational Week (24-30 April) – an annual campaign that promotes and celebrates intergenerational connection.
Largest wealth transfer in history: how planning can protect your family’s future