Estate planning

What will a Conservative government mean for your finances?

David Cameron's surprise election victory has not provided the political certainty you might expect: his Conservative government has an ultra-slim majority of 12 seats - thin compared with the 78-strong majority the prime minis

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Osborne sharpens machete for Blue Budget

Following the majority Conservative win, chancellor George Osborne will deliver a second 2015 Budget on 8 July to get the ball rolling on some of his manifesto pledges.

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Expectations of being able to pass wealth to the next generation are overblown

People may be seriously underestimating how much they will need to cover the cost of living in retirement and later life, and mistakenly believing they will be in a position to leave an inheritance to their next of kin.

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Pension reforms thwart death tax spectre

A staggering £3.4 billion of inheritance tax (IHT) was paid in the 2013/14 tax year, up 8.6 per cent on the previous year.

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Budget 2015: IHT review provides opportunity for Miliband jibe

In what appeared to be a below-the-belt poke at the leader of the opposition, Ed Miliband, chancellor George Osborne announced plans in Wednesday's Budget to tighten up on inheritance tax (IHT) avoidance through a review of the

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Beware of stealth Isa tax on death

People inheriting their spouses' Isa savings in the wake of changes outlined in the chancellor's Autumn Statement could be in line for a surprise tax hit, despite George Osborne's p

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How to build your child's financial future

Savings and investments for children is big business, with building societies, banks and investment houses all looking to win their young customers for life.

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Pensions revolution: should you favour pensions over Isas?

The new rules outlined by chancellor George Osborne after the abolition of the 55 per cent tax on pension funds on the death of a family member

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Scrapping of pension death tax could open door to more final salary transfers

Chancellor George Osborne's plans to get rid of the pensions punitive 55 per cent 'death tax' levied on the remains of a pension after the death

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