For many years, pensions have been among the most tax-efficient ways to pass wealth on to children and grandchildren. However, that is about to change. From 6 April 2027, most unused pension funds and lump sum death benefits will be counted as part of your estate for...
Inheritance Tax Planning
Recent Case Highlights Perils of Inadequate Inheritance Tax Planning
A recent court case has shown the dangers of transferring property to relatives in a bid to mitigate inheritance tax after an 82-year-old grandmother was evicted from her flat by her daughter. July’s judgment at the Central London County Court brings to an end a...
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