But there is a middle ground. By using a little-known trust-based strategy, you can move a lump sum outside your estate for IHT purposes, while retaining the right to a regular income for life (or ...

The number of people enquiring about the use of trusts to protect their wealth has surged in a bid to reduce their IHT liabilities ahead of changes coming into play next year. Many people are now ...

There are many legal ways to dodge the dreaded 40 per cent 'death tax' if you want to pass on the maximum sum possible and ...

A living trust is a legal agreement that gives a person (known as a trustee) control over assets that are defined in that agreement. There can be one or multiple trustees, depending on the wishes of ...

With pensions set to attract inheritance tax (IHT) from April, some families will need to plan carefully to avoid unintended ...

As hard-working families seek ways to shelter their assets from the creeping inheritance tax (IHT) net, one tactic used by ...

Increasing numbers of people in Scotland need to carefully consider how they might be affected by changes to Inheritance Tax ...

Butler said while there has been an incentive to not have a BDBN in the past in respect of UK pension benefits from an IHT perspective, this position should be reconsidered after 5 April 2027 as from ...