Estate Planning Hub

Preserve your wealth, reduce inheritance tax, and pass on your assets smoothly.

We’ve pulled together some of our most popular articles specifically around the topic of building family wealth, for anyone who wants to leave a legacy without leaving a mess.

Key Topics Covered:

Inheritance tax planning
Trusts and gifting rules
Whole of Life insurance for IHT
Additional Permitted Subscription (APS)
Using business relief and investment bonds
Charitable legacy strategies

Featured Articles

Featured

Inheritance Tax & Lifetime Gifting: How Taper Relief and Insurance Can Protect Your Estate

In this week's blog, we explore the mechanics of taper relief and how combining direct gifting with a short-term insurance policy can provide both tax efficiency and peace of mind.

How to Turn Pension Income into a Tax-Free Legacy with Life Insurance

One of the most effective estate planning strategies has been to leave your pension untouched for as long as possible. However, ‘the times, they are a-changin’, the government plans to bring pensions into the scope of IHT from April 2027.

Nil-Rate Band Trusts Explained: Smart IHT Planning for Couples

Inheritance tax (IHT) continues to affect more families each year. IHT receipts rose by 7% last year and current forecasts suggest a further 5%+ increase this year. To make matters worse, major changes to pension legislation are looming.