ESTATE ARCHITECT INSIGHTS
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Practical insights on inheritance tax, pensions, property and estate planning.
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Latest Estate Planning Insights
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The £2 Million Inheritance Tax Trap: Could Your Estate Lose the Residence Nil Rate Band?
Read Insight →: The £2 Million Inheritance Tax Trap: Could Your Estate Lose the Residence Nil Rate Band?Estates above £2 million can begin losing the Residence Nil Rate Band. Understand how the taper works and why property, investments and…
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What Is Probate and How Does It Affect Your Estate?
Read Insight →: What Is Probate and How Does It Affect Your Estate?Understand what probate is, how it affects your estate, and why property ownership, inheritance tax, liquidity and good records can make a…
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Estate Planning UK: What Should Actually Be Included in Your Estate Plan?
Read Insight →: Estate Planning UK: What Should Actually Be Included in Your Estate Plan?Estate planning in the UK is about far more than writing a Will. A well-structured estate plan considers your property, pensions, investments,…
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Do You Need Inheritance Tax Planning Advice? 9 Questions to Ask Before You Act
Read Insight →: Do You Need Inheritance Tax Planning Advice? 9 Questions to Ask Before You ActBefore making changes to reduce inheritance tax, you need to understand the problem first. These 9 questions can help identify where your…
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Inheritance Tax Planning: 7 Common Weaknesses That Could Leave Your Estate Exposed
Read Insight →: Inheritance Tax Planning: 7 Common Weaknesses That Could Leave Your Estate ExposedDiscover seven common inheritance tax and estate planning weaknesses that could leave your property, pensions and wider estate exposed.
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Estate Tax Planning UK: What Is It and How Does It Work?
Read Insight →: Estate Tax Planning UK: What Is It and How Does It Work?Estate tax planning in the UK normally means planning for inheritance tax. Understand how IHT works, what forms part of your estate…
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When Should You Start Planning Your Legacy? UK Estate Planning Guide
Read Insight →: When Should You Start Planning Your Legacy? UK Estate Planning GuideWhen should you start planning your legacy? Discover when estate planning should begin and the key areas to consider across property, pensions,…
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The £3,000 Inheritance Tax Gift Allowance: Are You Using It?
Read Insight →: The £3,000 Inheritance Tax Gift Allowance: Are You Using It?The £3,000 annual gifting exemption is one of several ways you may be able to give money away without creating an inheritance…
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Inheritance Tax Planning UK: How Much Could Your Estate Pay?
Read Insight →: Inheritance Tax Planning UK: How Much Could Your Estate Pay?How much inheritance tax could your estate pay? Understand the 40% inheritance tax rate, key allowances, the £2 million taper and why…
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Can You Give Your House to Your Children to Avoid Inheritance Tax?
Read Insight →: Can You Give Your House to Your Children to Avoid Inheritance Tax?Giving your house to your children does not automatically remove it from your estate. Understand the seven-year rule, Gift With Reservation rules…
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Joint Tenants or Tenants in Common: Which Is Better for Estate Planning?
Read Insight →: Joint Tenants or Tenants in Common: Which Is Better for Estate Planning?Joint Tenants and Tenants in Common can produce very different outcomes when an owner dies. Understand the key differences and why they…
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Inheritance Tax Planning UK: When Should You Start Planning?
Read Insight →: Inheritance Tax Planning UK: When Should You Start Planning?When should you start inheritance tax planning in the UK? Learn why timing matters and when your property, pensions and investments may…
How Exposed Is Your Estate?
Start by understanding the potential vulnerabilities across your estate, including inheritance tax, pensions, property and probate.