Articles #inheritance tax

A plain-English guide to who may qualify for RNRB, the £2 million taper, transferable and downsizing allowances, and how Wills, trusts and occupation rights can affect the relief.

If someone dies and their estate is worth more than the basic Inheritance Tax threshold, their estate may qualify for the residence nil rate band (RNRB) before any Inheritance Tax is due.

From April 2027, most unused pensions will count for Inheritance Tax. See how pension nominations, Wills and financial advice need to work together.

A practical guide to when survivorship clauses in Wills help, when they can backfire, and why they should not be added automatically

A plain-English guide to probate and executor support, when help may be needed, and how Fern Wills & LPAs can make a warm introduction to a trusted probate specialist.

Plain-English answers to common questions about words used in Wills, LPAs, trusts, probate, property ownership and inheritance tax.

A practical guide for executors and families after a Will has been found, covering the original Will, codicils, executor choices, early estate steps and probate preparation.

A plain-English comparison of a Right to Occupy, a Discretionary Trust and a direct gift with a Letter of Wishes, balancing housing security, flexibility and inheritance-tax opportunity.