I regularly provide comment to journalists seeking guidance on their articles, so was delighted to help out Elizabeth Anderson, a journalist for The Times when she approached me about Inheritance Tax. One of my YouTube videos formed the basis of the Times’ article. Justin and Kathy’s personal situation features for the Times’ IHT planning article.

From 1st January 2022, inheritance tax reporting requirements have been reduced for 90% of estates that require probate, but don’t have an IHT liability. These are known as excepted estates.

Last Wednesday, Rishi Sunak announced the government’s tax and spending plans for the year ahead. It was bold, promising £75bn of funding for certain sectors over the next few years, some of which had already been announced.

A special HMRC team set up to review the use of family investment companies was a complete waste of time and diverted resources from the investigation of aggressive tax avoidance and evasion, according to leading tax and advisory experts.

A recent study by The Institute for Fiscal Studies (IFS), that drew data from a combination of resources, concluded that inheritances are becoming an ever more important component of personal wealth.

March 23rd has been an important day in the diary for weeks as the Government singled out this particular Tuesday as the day it would release a number of key tax-related consultations not published alongside the Budget earlier this month.

The Sunday Times recently ran a story suggesting that Rishi Sunak was examining the replacement of Council Tax and possibly also Stamp Duty Land Tax (SDLT)…

There's been quite a lot going on in the financial world in recent weeks, so here's a run down of some of the most up to date stories in the media today.

A growing number of top rate tax payers With the start of a new tax year, attention naturally turns to making the most of allowances…

Pass on more of your wealth to your family tax free About the Residence Nil Rate Band The new residence nil rate band (RNRB), introduced from April 2017…

The £50,000 higher rate threshold, accompanied by a £12,500 personal allowance, has some interesting hidden consequences. The Chancellor’s…

20% of parents passing on wealth early New research from Direct Line Life Insurance suggests that 20% of parents – 6.9m mums and dads –

Here we look at some tax planning strategies we use to reduce Capital Gains Tax. Last year over £6.9 billion of Capital Gains Tax was paid,

By 2020/21 you could save up to £1m of your wealth from Inheritance Tax as a family. Each parent will have a nil-rate band of £325,000 plus a Residence…

Last year the Government announced measures designed to tackle the growing number of estates being drawn into an inheritance tax liability through…

Due to the goverments Inheritance Tax Limit changes, thousands of families will need to review their wills if they want to reap the benefits

As you're probably aware I'm a great fan of trusts and the additional planning opportunities they offer. In May of this year HMRC issued a…