Insights & Resources
What to Do With Inherited Money: First Steps
Inheriting money almost always comes with the loss of someone who mattered. The practical questions, what to do with the money, whether it’s safe, whether...
Gifting money to Children and Grandchildren: The Rules
Whether it is a house deposit, school fees, or a regular contribution to a grandchild’s savings pot, financial gifts between generations are one of the...
The Inheritance Tax 7-year Rule Explained
In the UK, most gifts made to individuals become fully exempt from inheritance tax if the person who made them survives for seven years. This...
How Much Money Can You Gift Tax-Free in The UK?
In the UK, most people can gift at least £3,000 a year completely free of inheritance tax, and often more once you combine the exemptions...
Gifts Out of Surplus Income: The Unlimited IHT Exemption
Depending on a person’s financial situation, inheritance tax planning can sometimes start and end with gifting £3,000, which can fall under the £3,000 annual exemption....
Unequal Gifting: Should You Give Your Children the Same Amount?
“When I found out they’d got more than me I was disappointed. Actually, I’m still upset, all these years later. I can see why they...
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