An overview of Inheritance Tax and gifting

When estate planning or dealing with the estate of someone who has died, you may have to handle Inheritance Tax (IHT).

The different forms, rates, and requirements can be confusing, especially if you haven’t come across them before. This blog summarises IHT and gifting so that you can better understand the next steps.

Continue Reading
What is a Trustee in a Will?

What is a Trustee in a Will?

When creating a Will, it’s important to consider who will be taking care of your estate upon your death. There are many roles involved in the estate administration process that may include the named Executor(s) and Trustee(s). In this blog, we will explain the role of a Trustee in a Will, how they are appointed, and the difference between Trustees, Executors, and beneficiaries.

Continue Reading
  • 1
  • 2
Call us today on: 01993 220281
01993 220281
07769 730616
This email address is being protected from spambots. You need JavaScript enabled to view it.
Lionheart Later Life Planning
31 Foxcroft Drive
Carterton, Oxon
OX18 3HT
We use cookies to maintain login sessions, analytics and to improve your experience on our website. By continuing to use our site, you accept our use of cookies and Privacy Policy.