Estate And Legacy Uk

UK Trusts Overview for Estate Planning

UK trusts hold assets for the benefit of others. They are widely used in estate planning to control how wealth passes, protect beneficiaries (including minors and vulnerable adults), and (in some cases) achieve IHT efficiency. Different trust types have different tax treatments under IHT,

16 Jun 2026 · 8 min read

UK Lifetime Gifting Strategies for IHT

Lifetime gifting moves wealth out of the IHT-taxable estate. Several exemptions allow gifts to be made immediately without IHT impact; potentially exempt transfers fall outside the estate after 7 years. Gifts out of normal expenditure from surplus income are exempt without time limit if

17 Jun 2026 · 9 min read

UK Estate Planning: The Complete Guide

UK estate planning combines a will, lifetime gifts, trusts, and beneficiary nominations to pass wealth to chosen beneficiaries while managing inheritance tax. The IHT nil-rate band of GBP 325,000 and residence nil-rate band of up to GBP 175,000 are key allowances; the 40 percent IHT rate

16 Jun 2026 · 9 min read

UK Estate Planning by Net Worth Bracket

Estate planning needs differ by net worth: estates well below the nil-rate bands need only a clear will and Power of Attorney; estates approaching or above the bands need active IHT planning; very large estates often use trusts and business reliefs. This article maps planning steps to

16 Jun 2026 · 9 min read