Inheriti

Our time on earth is precious. We do the hard work so you can get back to making memories.

03/07/2024

https://apple.news/AWF9nkD9YT4OfZuCnIEpl5w

Lee Broders has a grand plan to hand a large portfolio of buy-to-let properties over to his three grandchildren when he dies so they can live off the rental income. He has made this plan even though his grandchildren are only six, five and two. During his lifetime he also intends to give them money....

17/03/2024

The importance of a will!

When her grandmother died unexpectedly of a stroke aged 75, Estelle Keeber was heartbroken. “My grandmother was my rock and the pillar of our family,” says Keeber, a 41-year-old marketing consultant from Leicester. But the heartbreak didn’t stop there. Once the funeral was over and the mourner...

17/08/2023

Over complicating your estate planning to avoid tax isn’t always the best way forward. To talk to an expert who can help you plan sensibly and minimise your exposure contact us now

HMRC crackdown on ‘home loan’ schemes sold by top advisers could cost individuals thousands

13/08/2023

https://apple.news/A75bJs4DEQRG32U89_e7yHQ

One of the most difficult things you may have to do in life is clear the family house after your parents die. Just ask Catherine Field. Her childhood home, a seven-bedroom listed Georgian house in Saffron Walden, Essex, has been in her family for 50 years. So when her father died last year at the ag...

11/08/2023

Does your will and estate arrangements tick all the boxes? Talk to Inheriti to ensure your love ones are protected

HMRC treats gifts differently depending on when the giver passes away - here's how you could benefit

17/07/2023

https://apple.news/AT3p3X1-kRTiGoLEe-xNlPw

My father-in-law, who is 76, would like to give his property to my wife (his daughter). The property is valued at £450,000. He is unsure whether to a) have the property transferred over via a title deed, b) gift the property to my wife or c) have a will made and have my wife’s name on the will. W...

25/05/2023

https://apple.news/AOeoUf0xoTKGqoip1liLiDg

HMRC took a record £6.1bn in inheritance tax last year, but there are ways to limit your bill

16/05/2023

If nothing in life is certain except death and taxes, it is ironic that the two together make for a complicated blend of costly pitfalls. Speak to Inheriti to ensure your estate planning avoids them.

If nothing in life is certain except death and taxes, it is ironic that the two together make for a complicated blend of costly pitfalls. Inflated house prices mean that more people than ever are paying inheritance tax (IHT) and bolstering Treasury coffers. The death levy earned the government a rec...

13/04/2023

Have you carefully considered your estate planning?

Families told to pay death duties after taxman concludes they breached regulations

25/03/2023

https://apple.news/AqIYzy4qkTQWZSfZSWWApNw

My wife and I have made wills in which the surviving spouse becomes the sole inheritor when one of us dies. We jointly own all significant assets, including our home. Only my pension rights, our car and a couple of minor current accounts are owned by one of us. All of this was prepared with the unde...

05/02/2023

Do not want your loved ones fighting in court over your estate? Talk to inheriti about ensuring your estate planning avoids this kind of upset.

I am married and my husband purchased our home before our marriage. My husband is the legal and sole owner of the property. He has left 50 per cent to me and 50 per cent to his son from a previous marriage in his will. Once my husband has passed, do I have to leave the property immediately? His soli...

11/12/2022

https://apple.news/ALuaV3ikIRluEOWBVhpNxsw

It is becoming harder to avoid inheritance tax, but all is not lost Gifts can help you avoid IHT Nicole García Mérida Funds editor The government collected £6.1bn in inheritance tax (IHT) bills for the 2021-2022 financial year, a 14% increase from the year before. The figure for this year already...

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