Category: Estate Planning

Should I put my house in a trust?

It’s generally not a good idea to put your home into a trust during your lifetime. Some advisors suggest transferring a share of the home to a trust to increase tax allowances. However, if the amount exceeds certain limits, this can lead to immediate inheritance tax charges. All intentionally set-up trusts need to be registered

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Why should I make a will?

Thinking about what happens after we’re gone isn’t fun, but it’s essential, especially for taking care of the people we love. That’s what making a Will is all about. It’s more than just a legal step; it’s how you ensure your stuff – like your house, savings, or other belongings – goes to the people

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How importance will inheritances be in the future?

The Institute for Fiscal Studies (IFS) has published a new report on likely future inheritances. It may give a future Chancellor something to consider The Institute for Fiscal Studies (IFS) has regularly looked at inheritance and inequality. In its latest paper, it has gone into greater detail, drawing on data from a variety of sources:

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How will my money be taxed when I die?

Although often in the news, Inheritance Tax (IHT) is easy to misunderstand. If you thought IHT was for wealthy people to worry about, think again. Rising property prices have meant more estates than ever are likely to face an IHT bill. The amount of IHT collected has doubled over the last decade. If your estate

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What does being a trustee entail?

Perhaps you have been asked to be a trustee or you are considering setting up a trust yourself. In either case, there are a few things you should know before deciding. Being a trustee requires a certain level of involvement. This blog post should hopefully give an insight into what is involved. What does a

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