Featured in MoneyWeek, Gillian Dunlea highlights that while lifetime gifting can reduce inheritance tax, HMRC may still treat assets as part of the estate if the gift isn’t deemed genuine.
Featured in The Telegraph, Yahoo Finance and IFA Magazine, Duncan Mitchell-Innes warns that as tax-efficient options to pass on wealth narrow, families are increasingly relying on the remaining inheritance tax reliefs.
Featured in Daily Mail, MSN and This is Money, Duncan Mitchell-Innes warns that simple inheritance tax mistakes can lead to costly consequences without proper legal guidance.
Laura Walkley, featured in FT Adviser, Money Week and Proactive Investors, warns that penalties for tax avoidance and evasion can be severe, stressing the importance of accurate IHT calculations and professional advice.
David Lunn, featured in IFA magazine, warns that digital Wills may increase fraud risks, especially for vulnerable people, and stresses the need for strong safeguards.
David Lunn, featured in IFA magazine and Moneyweek, highlights that intestacy rules often disadvantage unmarried or unregistered partners, potentially leading to unintended inheritance outcomes.
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