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 | 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 7, 2024 | News
Join us for our last online event of 2024 Upcoming Webinar – IHT Planning in a Post-Budget Landscape. Date: Friday 6 December 2024Time: 10amAimed at: Financial Advisers Mitigate IHT through Lifetime Trust Planning Retain Assets under advice across generations...
by Mollie Wilcox | Oct 14, 2024 | News
Consumer Duty, and the Elephant in the room: Could the humble Loan Trust help? The Consumer Duty Legislation, which has been in force for just over a year, establishes higher standards of consumer protection in financial services. It mandates that firms...
by Mollie Wilcox | Oct 11, 2024 | News
Mitigating Inheritance Tax and Ensuring Financial Flexibility. The original article written for My Care Consultant. Life is unpredictable. Whether it concerns a global pandemic, the economy, or your personal finances, health, and relationships, much of...
