Estate Planning

For inheritance tax (IHT) purposes, an individual's estate is calculated as being his or her total assets less any liabilities at the time of their death. Proper estate planning could save your family hundreds of thousands of pounds, because IHT (sometimes called ‘death duty’) will be charged on what you leave behind, over the IHT threshold at time of death. Currently, IHT is due at a rate of 40% of the value of all the assets you leave behind on death above the IHT threshold.

Tuning out the Noise

When factors outside our control impact on your investments, an eloquent overview from David Gow in our recent newsletter.

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