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You are currently viewing posts in Category: Tax Planning.

2025-26 Tax Year: Maximise Your Allowances

Last updated: February 3, 2026

wooden blocks spelling the word 'Tax' balancing on piles of coins

Our Paraplanner & Trainee Financial Planner, Rav, explains how to prepare for the 2025-26 end of tax year. Read on to ensure you are making the most of the available allowances.

Gifting - Should the kids get their inheritance now, or should you put it in trust?

Last updated: March 24, 2026

multi-generational family eating dinner around a table outdoors. at the forefront of the image, a woman is sat with a child on her knee who is pointing at festton lights

More people are gifting money to cut future inheritance tax, but you don’t have to give it all away. A trust can help you plan ahead while keeping control. In this Quilter blog, we explore how trusts can support your estate plans.

Things to Consider if You are Gifted a Large Sum of Money

Last updated: March 24, 2026

family walking through autumnal park dressed in winter clothing

Receiving a significant sum of money can be transformative. Before making any big decisions, it's important to consider practicalities like tax, wills, and how to grow the gift through smart investing.

The True Cost of Retirement Might Ease IHT Fears

Last updated: March 24, 2026

man steering a boat in the sunset

From April 2027, some unused pension benefits will face inheritance tax changes. But, there's no need to worry, Aberdeen explains why most should stay focused on growing their retirement fund.

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