Gifting

Gifting: Who should make the gift?

Estate planning

Gifting: Who should make the gift?

'Advisers should take a broader view of the family balance sheet'

clock 10 April 2026 • 4 min read
Govt mulls introducing lifetime limit on IHT gifting – report

Tax planning

Govt mulls introducing lifetime limit on IHT gifting – report

Treasury also reviewing rules around taper rate

clock 13 August 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
Brits face soaring bills as IHT on gifts skyrockets 153%

Your profession

Brits face soaring bills as IHT on gifts skyrockets 153%

IHT on gifts reaches £256m in 2020/21, HMRC data reveals

clock 15 January 2024 • 2 min read
Gifting and IHT — a look at everything advisers need to know

Tax planning

Gifting and IHT — a look at everything advisers need to know

Surprising tax implications of a gift to a long-term partner

clock 19 December 2022 • 4 min read
Richard Burgess: Attorneys should always look 'gift horses in the mouth'

Tax planning

Richard Burgess: Attorneys should always look 'gift horses in the mouth'

LPAs and gifting explained

clock 04 August 2022 • 4 min read

Tax planning

Lilly Whale: Tax planning for grandparents explained

IHT implications

clock 29 June 2021 • 4 min read

Tax Planning

Amy Cole: How tax simplification is disrupting financial advice

Tax adviser turned life coach

clock 02 June 2021 • 4 min read

Estate planning

Anna Murdock: How school fees could pay for themselves

The gift of education

clock 19 November 2020 • 3 min read

Tax planning

Regional inheritance expectations revealed

‘Careful balancing act’

clock 15 October 2020 • 1 min read