Looming inheritance tax changes will limit how much pension wealth can be passed on but more people may now be maxing out their loved ones’ JISA allowance instead.
The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, ushered in significant federal tax changes. Below are several key provisions ultra-high-net-worth (UHNW) families and ...
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Families rush to set up trusts to cut inheritance tax: How they work and who should consider one
The Trust Registration Service received a flurry of filings last January, the most recent period for which data is available.
New company addresses one of the most emotionally and financially challenging moments families face Inheritance can ...
For many families, charitable giving is about more than generosity — it’s about legacy. The good news is that, with proper ...
How giving to charity impacts your inheritance tax bill - and can even benefit your loved ones - IHT rules are constantly changing with pensions soon to come into the mix too ...
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Six steps business owners should consider before April inheritance tax relief change
New limits to inheritance tax-free allowances are coming in from the Spring that affect business owners. Those looking to sell or transfer their assets into a trust before the changes need to act now ...
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