Tax Planning & the Family Home

Tax Planning & the Family Home – Take care to avoid disastrous tax results! (Register here for our IHT & Probate planning seminar on 1st March) As the fear of Inheritance Tax (IHT) increasingly grips. More

Why accountants are better placed to deal with probate

Over the last few months or so whilst we have been finalising our application to the ICAEW for a probate licence we have discussed how we can offer this new service to our existing clients. More

Mitigating inheritance tax

  Recently published government statistics have shown that increasing house prices have increased the amount received in inheritance tax.  During the year ended 5 April 2016, receipts from inheritance tax rose from £3. More

Smaller charities should focus on legacy income

Featured on www.CharitiesManagement.com Nigel Shaw, Partner, explores the continued rise of legacies as an income source for charities, and urges smaller charities in particular not to miss out on it. More

Charitable Legacies

The normal rate of inheritance tax (IHT) payable on a persons’ chargeable estate on death is 40% and this is payable on the Estate after taking into account all exemptions, reliefs and the nil rate. More

Inheritance Tax and Marriage

Inheritance Tax and Marriage When I am advising clients on mitigating their exposure to inheritance tax and generally planning for death I am often asked to comment on which is the simplest and best solution. More

Reducing your exposure to Inheritance Tax

The Office for Budget Responsibility (OBR) has recently announced that the number of families being subject to inheritance tax (IHT) on death has reached a 35 year high as rises in house prices, particularly in. More