Estate planning

Inheritance tax planning: property, insurance, pension matters and gifts

While these planning strategies use liquid assets to reduce the value of the estate, if the value of your home exceeds th

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'Average' homeowners could pass IHT threshold as prices rise

Homeowners in London and the south east of England could find themselves unexpectedly liable for inheritance tax (IHT) as the value of their homes rise, surpassing the threshold at which IHT becomes payable.

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Inheritance tax hits south east hard

London and the south east are the UK’s inheritance tax ‘hot spots’, accounting for half of all IHT paid across the country, according to research by Prudential.

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House prices are driving up inheritance tax bills

Rising house prices have contributed to families paying £3.1 billion in inheritance tax (IHT) over the past year.

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How to pass on your pension

In the old days, there was very little to be done with your pension.

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Social care costs likely to be capped

The cost of social care for the elderly will be capped at £75,000, the government has announced.

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Plan your inheritance tax getaway

Inheritance tax (IHT) is often described as an avoidable tax, because careful planning can allow you to pass everything on to your loved ones instead of the taxman.

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IHT and CGT allowances to rise at a lower rate

The government has announced that two tax-free allowances will rise in line with the Consumer Prices Index rate of inflation, rather than the more generous Retail Prices Index rate.

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More than 60 per cent of population don't have a will

The number of people in the UK without a will has hit 29.5 million, according to research by unbiased.co.uk.

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