Author Archives: Paul Murray

An estate can pay Inheritance Tax at a reduced rate of 36% on some assets (instead of 40%) if 10% or more of the ‘net value’ of their estate is left to charity.

The net value of an estate is …

One of the most effective ways you can manage your estate planning is through setting up a trust. The structures into which you can transfer your assets can have lasting consequences for you and your family, so it is important …

Planning your finances in advance should help you ensure that when you die, everything you own goes where you want it to. Making a Will is the first step in ensuring that your estate is shared out exactly as you …

Reducing your beneficiaries’ potential Inheritance Tax bill – or mitigating it out altogether

With careful planning and professional financial advice, it is possible to take preventative action to either reduce your beneficiaries’ potential Inheritance Tax bill or mitigate it …

Start planning today to spare your family from a potential Inheritance Tax bill tomorrow. Here is your Inheritance Tax Checklist:

1. The main ways to avoid Inheritance Tax are to spend your money while you are alive or give it away.