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Inheritance Tax Guides
Inheritance tax rules, gifts, trusts and planning considerations.
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Trusts
Protective Property Trusts: Why Use Them
Learn what protective property trusts are, how they work, and when they may be appropriate for protecting your family home and providing for your loved ones.
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Leaving Gifts and Legacies in Your Will
A guide to leaving specific gifts, pecuniary legacies and personal items in your will, including timing, conditions, and avoiding disputes.
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Right to Occupy vs Life Interest Trusts
Understand the difference between right to occupy and life interest trusts, how each protects property, and which might be suitable for your circumstances.
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What Is a Flexible Life Interest Trust (FLIT)?
Understand what a Flexible Life Interest Trust (FLIT) is, how it works, who it can help, and common use cases in estate planning.
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Business Property Relief and Trusts
Understand Business Property Relief (BPR), how it can reduce inheritance tax on business assets, and how trusts can help preserve these benefits.
Read articleInheritance Tax
Inheritance Tax Explained for Families in the UK
A comprehensive guide to UK inheritance tax. Thresholds, the residence nil rate band, spouse exemptions, gifting rules and trust planning strategies explained clearly.
Read articleEstate Planning
What Happens to Your Pension When You Die?
Your pension doesn't form part of your estate and isn't covered by your will. Learn how pension death benefits work, who can inherit them and the 2027 IHT changes.
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What Is a Deed of Variation?
A deed of variation lets beneficiaries redirect inherited assets to someone else — often for IHT planning. It must be signed within 2 years of the date of death.
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Inheritance Tax and Gifts: The Seven Year Rule Explained
Gifts made more than 7 years before death are IHT-free. Gifts within 7 years are taxable on a sliding scale. Understand taper relief and lifetime gifting strategy.
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