More than half of households blasted death duties as unfair, more so than capital gains tax, alcohol duty and income tax.

With the Autumn Budget fast approaching, uncertainty around potential changes to inheritance tax and lifetime gifting rules ...

Under current rules, outright gifts made to individuals are treated as “potentially exempt transfers.” In simple terms, no ...

Some parents worry that leaving too much money to their children could hinder their growth or well-being. But what constitutes “too much” is deeply personal. For some, it’s about fostering a strong ...

For all the talk about the ‘Great Wealth Transfer’ going on between the Baby Boomers and their heirs, advisors say there’s a concurrent, yet far less recognized, movement of generational money taking ...

I am 67 and have two self-invested personal pensions with £400,000 in total in them. I don't need this money to live on, as I ...

The 40 percent charge applies to any combined inherited assets exceeding specific limits. Currently, pensions are not ...

With pensions set to fall into the inheritance tax net from 2027, families are scrambling for ways to protect their wealth.