Intergenerational

17 March 2025

A useful guide to inheritance tax computations
Calculating the amount of inheritance tax payable

12 March 2025

Basic principles of inheritance tax
The basics of inheritance tax

28 February 2025

Tax year end planning checklist for individuals - 2024/25 tax year
Suggested planning considerations for individuals for the end of the tax year

15 January 2025

Will formalities, typical content and practical effect
How and why make a valid Will

07 January 2025

Investing for children - what you need to know
The rules to consider when investments are made for the benefit of, or on behalf of, minor children

30 December 2024

Junior ISA (JISA)
The nature of a JISA investment and planning opportunities

17 December 2024

Discounted gift trusts - in detail
Discounted gift trusts, including their advantages and disadvantages

17 December 2024

Loan trusts - loan only using a flexible/discretionary trust
Structure and operation of flexible/discretionary loan trusts

13 December 2024

Loan trusts/loan plans - a quick guide
How loan trusts/loan plans work, and who they are useful for

12 December 2024

Loan trusts - gift and loan or loan only using a bare trust
Structure and operation of bare loan trusts

11 December 2024

Loan trusts - gift and loan using a flexible/discretionary trust
Structure and operation of flexible/discretionary gift and loan trusts