by Mollie Wilcox | Jan 10, 2025 | News
Case Study: Impact of the October 2024 Budget on IHT and RNRB This case study examines the implications of the changes announced in the recent Budget for Mrs. Smith, a 70-year-old widow, and outlines strategies to mitigate her potential IHT liability. Pre-Budget...
by Mollie Wilcox | Jan 10, 2025 | News
Estate Planning Post 2024 Budget and Beyond! The recent Budget announcement on 30 October 2024 introduced significant changes to pension inheritance tax (IHT) rules which means there needs to be a greater emphasis on lifetime gifting into Trust and more effective...
by Mollie Wilcox | Dec 6, 2024 | Spring Budget 2023, Watch again
IHT Planning In a Post Budget Landscape – What Now for Pensions? When: Friday 14th February 2025, 10am Watch The Financial Planning Club and WAY trustees Limited discuss “Inheritance Tax Planning in a Post-Budget Landscape – What Now for Pensions?”...
by Mollie Wilcox | Nov 27, 2024 | News
The Autumn Budget 2024 has introduced major changes to the UK’s Inheritance Tax (IHT) landscape, creating new challenges for estate planning. Key among these changes is the inclusion of pensions in estate valuations for IHT from April 2027, alongside frozen...
by Mollie Wilcox | Nov 27, 2024 | Watch again
IHT Planning in a Post-Budget Landscape – Webinar Date: Friday 6 December 2024 Mitigate IHT through Lifetime Trust Planning Retain Assets under advice across generations Real-life case study on effective IHT strategies Watch here: Inheritance Tax Planning in a...
