Do knee-jerk lump sum pension withdrawals make sense?
10th October 2025 | Posted in Articles, IHT by Forbes Dawson
Once again we are in the season of ‘Budget madness’. This season will run all the way until 26 November 2025…
Read more
Take out life insurance to mitigate inheritance tax (IHT) on pensions
3rd October 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Forbes Dawson
From 6 April 2027 (if nothing changes) pension funds will be subject to 40% inheritance tax (IHT). Previously pensions were generally…
Read more
Why the wealthy are flooding back to the UK
22nd August 2025 | Posted in Articles, IHT by Andrew Marr
You may have looked twice at this title because a truer statement is perhaps that the wealthy are leaving the UK…
Read more
Give away the family home to reduce IHT!
15th August 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
Hopefully quite a few readers have reacted to this title by saying (or thinking!) something like “You can’t get a family…
Read more
Don’t forget about the inheritance tax disadvantages of personal holding companies
8th August 2025 | Posted in Articles, Business Property Relief, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
Although Business Property Relief (BPR) is being ‘watered down’ from 6 April 2026 it is still an important relief from inheritance…
Read more
Inheritance tax and gifts out of income for couples
25th July 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
Normally any gifts that people make will still fall into their estates for inheritance tax (IHT) purposes if they die within…
Read more
What should you do with AIM portfolios?
30th May 2025 | Posted in Articles, IHT by Andrew Marr
Up until 5 April 2026 AIM portfolios that have been held for two years will benefit from full inheritance tax (IHT)…
Read more
Depreciating assets are good for inheritance tax!
16th May 2025 | Posted in Articles, IHT, Inheritance Tax, Trusts and Estates by Andrew Marr
There is a whole group of profligate old people who smugly declare that they are ‘SKIers’. Here SKI stand for ‘Spend…
Read more
What options are there for AIM shares after the October budget?
31st January 2025 | Posted in Articles, IHT by Andrew Marr
Acquiring AIM share portfolios has been a tempting inheritance tax (IHT) planning opportunity for many years. This is because once they…
Read more
Death bed planning for business assets more relevant than ever!
24th January 2025 | Posted in Articles, Business Property Relief, IHT by Andrew Marr
In previous Tax Bites we have discussed the benefits of inter-spouse transfers before the death of one of the spouses. Example…
Read more
