A couple in their 80s own a house worth £1m and each have £750,000 in savings. If one spouse leaves everything to the other, ...

I am 77 years of age and divorced. I purchased a flat in 1999 for £90,000, and the approximate value now is £240,000. I don't use it as my main home and currently rent it out, so capital gains tax ...

My parents own their three-bed home in south London and they want to give it to my sister and I now, while they are still able to manage their own finances. We understand that they have a collective ...

One aspect of financial planning that we are seeing, particularly with high-net-worth clients, is the role of lifetime ...

Ten years on, another complication to IHT is on the horizon, but this time it does not provide any allowances and adds more ...

Planning how to pass on your wealth isn’t always top of a to-do list. Most of us are busy managing daily expenses, saving for retirement, or simply ...

How can I pass my property to my two adult children and minimise inheritance tax? Are there trusts open to me, or other options I should look at?

The cash could then be used for long-term investing in ISAs or pensions or held in trusts that give you greater control over when and how children benefit. Selling down can also reduce your estate’s ...