by theinheritanceguru | Sep 5, 2025 | Inheritance, Pension
Your Pension Could Soon Be a 40% Tax Trap – Here’s What You Need to Know Before April 2027 For years, many people have assumed their pension is a safe, tax-efficient way to pass on wealth. But from 6 April 2027, unused pension funds will be counted as part of...
by theinheritanceguru | May 8, 2025 | Uncategorised
Protecting Vulnerable Loved Ones: Why LPAs and Trusts Matter in Estate Planning When we plan for the future, our priority is often making sure our loved ones are cared for and supported – especially those who may be more vulnerable. Two of the most effective and often...
by theinheritanceguru | Feb 26, 2025 | Inheritance
If you’re a farmer, landowner, or rural business owner, you’ve likely heard about the recent changes to Inheritance Tax (IHT) announced in the 2024 Budget. These new rules, set to take effect from April 2026, could have a significant impact on how agricultural estates...
by theinheritanceguru | Jan 22, 2025 | Uncategorised
Exciting News The Trusted Business Community Association Awards I’m absolutely thrilled to share that I’ve been recognised by The Trusted Business Community Association Awards! 🎉 These prestigious awards celebrate businesses that: ✅ Show outstanding growth or...
by theinheritanceguru | Jan 10, 2025 | Uncategorised
New Year, New Legacy Protect Your Family with a Trust in 2025 (not the offshore kind!) As the echoes of the festive season fade and we embark on a new year, many families find themselves contemplating their financial futures. Now is an ideal time to reflect on your...
