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.

Protect your partner’s right to live at home while preserving your share for family. Understand PLIT ownership, tax, costs and practical choices.

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.

NRBDTs can still help unmarried couples, remarried families and estates near the RNRB taper threshold. This guide explains the benefits, limits and tax trade-offs.

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

Choose help with particular estate tasks or broader administration. Understand costs and ask Fern for a specialist introduction.

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

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.