Estate planning

Inheritance tax payments reach record high: how to protect yourself

The amount of the money the UK government has received from inheritance tax (IHT) has reached £4.7 billion for the year ending 31 October.

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Number of millionaires doubles since 2001

The number of people worth in excess of £1 million has more than doubled since 2001, according to Wilsons, a private client law firm.

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Inheritance tax set to hit more people, as UK millionaire numbers surge

The number of millionaires in the UK could rise to almost half a million this year, according to financial services company NFU Mutual.

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Inheritance issues are primary driver for seeking financial advice

Inheritance tax (IHT) planning is the number one reason for seeing a financial adviser, beating purchasing a property and retiring into second and third place respectively, according to new research from Boring Money.

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Pensions: retirement funding or inheritance pots?

Most UK adults see their retirement savings as a means to enjoy later life rather than as an inheritance to pass on to children or relatives.

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Investment trusts are ideal to pass on a pension

One of the most important changes under the new pension rules, which came into effect in April, is that it is now possible to pass on your pension pot to your

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Pension transfer tax hit awaits those in poor health

People in poor health who switch pension providers to take advantage of the new flexibilities could unknowingly be making their savings vulnerable to an inheritance tax (IHT) hit.

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How to secure pension support on your sick bed

We all know that people are living longer, but the general health of the population has not improved greatly - in large part we are just experiencing more years of ill health than we used to.

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Estate planning strategies still essential for death tax dodging

The Conservatives may be planning to take the family home out of inheritance tax (IHT), but the need for estate planning is still essential for individuals hoping to dodge the death tax.

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