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Inheritance

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  • Wednesday, 29 June, 2022
    Lindsay Cook
    Lasting Power of Attorney: questions of trust

    Attorneys should require full disclosure and it should be an offence to gloss over past misdeeds

  • Wednesday, 22 June, 2022
    Charles Calkin
    Frozen tax allowances and inflation chill investors

    What should you do during the fiscal ice age?

  • Tuesday, 7 June, 2022
    Your QuestionsLucy Warwick-Ching
    Do I have to disclose rental income on my tax return?

    My name is being added on to the deeds of my wife’s buy-to-let flat

  • Saturday, 21 May, 2022
    Property sector
    Bridging loans surge as UK buyers scramble for property

    Brokers urge caution in volatile market

  • Tuesday, 10 May, 2022
    Your QuestionsLucy Warwick-Ching
    Do I have to use my estate agent’s chosen mortgage broker?

    I’m a first-time buyer and my agent has pushed me to use their contact

  • Thursday, 5 May, 2022
    Your QuestionsLucy Warwick-Ching
    Can I invest to avoid an inheritance tax bill?

    An elderly relative has bequeathed me a modest amount of money. What should I do with it?

  • Friday, 29 April, 2022
    Serious MoneyStefan Wagstyl
    Inheritance tax: the good, the bad and what to do about it

    IHT generates levels of controversy out of all proportion to its economic importance

  • Friday, 22 April, 2022
    UK tax
    Mum and dad trustees at risk of new rules, tax experts warn

    Calls on HMRC to publicise reforms more effectively

  • Friday, 22 April, 2022
    Investing in funds
    Neglected heirs: widows who take over the family finances

    Wealth managers face calls for more focus on bereaved women amid huge asset transfers

  • Thursday, 21 April, 2022
    Your QuestionsLucy Warwick-Ching
    Will no-fault divorce law affect my financial settlement?

    Reform should not change the outcome but take account of tax issues

  • Thursday, 14 April, 2022
    Your QuestionsLucy Warwick-Ching
    How much rent would I pay my children for a gifted flat?

    I stay there two to three nights a month

  • Friday, 8 April, 2022
    Serious MoneyClaer Barrett
    OK boomer, what’s your inheritance tax strategy?

    Soaring property prices mean adult children fret about their parents’ tax planning abilities

  • Friday, 1 April, 2022
    Money MentorLindsay Cook
    Lasting Power of Attorney reforms cannot come soon enough

    The system is mired in old-fashioned pen and paper bureaucracy

  • Wednesday, 30 March, 2022
    Your QuestionsLucy Warwick-Ching
    Is mediation the answer to my dispute with HMRC?

    I signed up to overseas services set up by my late parents. Now I’m told I face tax penalties.

  • Tuesday, 15 March, 2022
    Your QuestionsLucy Warwick-Ching
    How can I protect the proceeds of my business sale abroad?

    I want to be able to fund my children’s education

  • Friday, 11 March, 2022
    Isa Guide 2022
    Investing in Isas at a time of turmoil

    Inflation, war and market volatility are the backdrop as this year’s deadline approaches for the tax-efficient savings and investment vehicles

  • Tuesday, 8 March, 2022
    Your QuestionsLucy Warwick-Ching
    Can I stop plans to build on top of my penthouse apartment?

    I own the property and don’t want anyone living above me

  • Wednesday, 23 February, 2022
    Your QuestionsLucy Warwick-Ching
    How can we plan our inheritance gifts fairly?

    We don’t understand the options for giving away assets

  • Tuesday, 15 February, 2022
    Joy Lo Dico
    The privilege of passing on the family home

    The ‘boomerang’ generation may have special ties to their parents’ palaces — but unlike the Queen, most will have inheritance tax to consider

  • Wednesday, 9 February, 2022
    Your QuestionsLucy Warwick-Ching
    Are we obliged to bail out our adult daughter?

    Constant requests for money put a serious strain on our finances and relationship

  • Thursday, 20 January, 2022
    Chris Giles
    How to keep your inheritance tax bill down

    Embrace diversity, stop being a Nimby and contribute to a new social and economic bargain

  • Tuesday, 11 January, 2022
    Your QuestionsLucy Warwick-Ching
    I can’t pay my tax bill — what should I do?

    Since March 2020 my income has suffered and I am struggling to balance my books

  • Thursday, 6 January, 2022
    Your QuestionsLucy Warwick-Ching
    Can we make our children sell the family home after we die?

    We are worried that they will disagree over what to do with it

  • Friday, 17 December, 2021
    Tax3 min
    Inheritance tax: a contentious levy ripe for reform?

    The FT’s Stefan Wagstyl reports that governments laden with public debt following the pandemic may be considering inheritance tax increases to help rebuild their coffers

  • Wednesday, 15 December, 2021
    Charles Calkin
    How to give to grandchildren in the season of goodwill

    Bare trusts are a good way to pass money between the generations — but make sure family members are in agreement

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