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Gifting vs Leaving assets in your Will; what is the smarter move?

Gifting vs Leaving assets in your Will; what is the smarter move?

When planning your Estate, a question that we are often asked is whether it is wiser to gift assets during…
Tudor House

A Generous Gift or a Hidden Trap? Gifting your Property to the Next Generation…

Gifting your main residence to children is often seen as a straightforward way to pass on wealth, reduce the size…
Little girl celebrating granny's day, greeting lady with box

Lifetime Gifting: Are the rumours true?

The rumour mill is in full swing with the Autumn Budget approaching with worries that Rachel Reeves is planning on…
Senior Couple Meeting With Female Financial Advisor In Office

Making Lifetime Gifts: How to Give Without Paying More Inheritance Tax

Many people want to help their children or loved ones while they are still alive to see the benefit. Whether…
A transgender flag being waved at LGBT gay pride march

The implication of the Gender Recognition Act 2004 on Inheritance, 20 years on…

The Gender Recognition Act 2004, which came into effect 4 April 2005, was a monumental piece of legislation for transgender…
Unrecognizable man cooking seafood on a barbecue grill in the backyard.

George Foreman – Who is set to inherit his Grill Empire?

On March 21 2025, the legendary boxer George Foreman passed away leaving behind an estimated $300 million estate (equating to…
Close up of 60s husband and wife sit at desk sign health insurance contract close deal, smiling old mature couple spouses put signature on document make good agreement, elderly healthcare concept

Our Private Wealth and Inheritance Team: Securing Your Future

Planning for the future is one of the most important steps you can take to protect your loved ones and…
Young happy couple enjoys the view through window at their new home.

Domicile vs Residence: Understanding the Current Rules and the Upcoming Changes in 2025

As expected the Government has followed through with their plans to abolish the current tax rules for non-domiciled individuals and…
Senior old man elderly examining and signing last will and testa

Removing a Trustee or an Executor

There are circumstances where a trustee simply no longer wishes to act and wishes to step down. Equally a trustee…
Hands in cozy sweater opening christmas gift with red bow on bac

Don’t let your Christmas gift become a lump of coal

With the festive season in full swing and trying to think of the perfect gift, many of us might consider…
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Funeral Disputes and the rights to your body

Rights to the body and funeral disputes are not uncommon. Disputes arise over concern about the final resting place of…
The hands of the child in the hands of the grandmother, the old

Assisted Suicide: If you aid, should no Inheritance be paid?

Ongoing debates around assisted suicide are sparking important discussions about ethics, law, and morality worldwide….