Inheritance Tax (IHT) planning remains a major challenge for wealthy families, UK taxpayers, expats with UK assets, and investors. With an effective rate of 40% on estates above the tax-free threshold, IHT can significantly reduce the wealth passed on to loved ones. However, careful and strategic planning can help mitigate these costs, ensuring your hard-earned…
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Wealth is more than just numbers on a bank statement or stocks in a portfolio. It reflects years of hard work, sacrifice, and planning. For many affluent families, the goal is to pass on that wealth to future generations, providing security and opportunities for their loved ones. Yet, startling research shows that 70% of wealthy…
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Inheritance Tax (IHT) is often described as “death tax” but for UK taxpayers and expats alike, it’s very much a living concern. April 2025 saw the dawning of a new IHT regime that replaced the decades old domicile based rules with a new regime and rules based around an individual’s Long Term Residency (LTR). That…
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