top of page
Search


How to Use Shares Listed On the Alternative Investment Market (AIM) To Reduce Inheritance Tax (IHT) Liabilities
Explore using AIM-listed shares to potentially eliminate UK Inheritance Tax liabilities through strategic investment and tax planning.

MAZ
Aug 27, 202421 min read


How to Find Net Qualifying Value of the IHT Estate?
Learn the steps to accurately calculate the Net Qualifying Value of an IHT estate in the UK and reduce tax liabilities.

MAZ
Aug 26, 202439 min read


Does IHT Allowance Pass To Spouse?
Explore how unused Inheritance Tax Allowances can be efficiently transferred to a spouse in the UK, optimizing estate planning.

MAZ
Aug 23, 202422 min read


Who Is an Inheritance Tax Specialist?
Explore the role of UK inheritance tax specialists in estate planning, focusing on their expertise in tax reduction and legal compliance.

MAZ
Aug 15, 202421 min read


Deed of Variation Inheritance Tax
Discover how personal tax accountants manage deeds of variation for inheritance tax, optimizing tax benefits and ensuring compliance.

MAZ
Aug 13, 202425 min read


How to Apply for Probate by Post If There Is a Will: Form PA1P
Discover the essential steps for applying for probate by mail in the UK using Form PA1P, including detailed inheritance tax guidance.

MAZ
Aug 3, 202434 min read


What is Inheritance Tax for Married Couples?
Understanding Inheritance Tax and Thresholds Inheritance tax (IHT) is a levy on the estate of someone who has passed away, including all...

MAZ
Jun 25, 202422 min read


Inheritance Tax Planning Sutton
Inheritance Tax Planning in Sutton Inheritance tax (IHT) is a critical consideration for residents in Sutton and across the UK,...

MAZ
Jun 8, 202414 min read


How Does HMRC Treat a House Sold For More than Probate Value?
Overview of HMRC Treatment of House Sales Exceeding Probate Value When a property in the UK is sold for more than its probate value, there are important tax considerations and potential adjustments that need to be made in terms of Inheritance Tax (IHT) and Capital Gains Tax (CGT). This initial part of the article will explore the fundamental principles and implications surrounding this issue. House Sold Above Probate Value in 2026? How HMRC Taxes the Gain Explained Clearly fo

MAZ
May 17, 202413 min read


What is Form IHT100 - A Complete Guide
Explore Form IHT100 in the UK, its purpose, required information, and how to file it accurately for estate management and inheritance tax.

MAZ
Apr 25, 202436 min read


What is a Chargeable Lifetime Transfer for IHT?
Explore the essentials of Chargeable Lifetime Transfers for UK Inheritance Tax, including implications, exemptions, and strategic reporting.

MAZ
Apr 24, 202418 min read


Form IHT38 for Inheritance Tax: Claim for Relief - Loss on Sale of Land
Understanding Form IHT38 for Inheritance Tax Relief: A Comprehensive Guide When a piece of land or property that was part of a deceased's estate is sold at a loss in the UK, the executor or personal representative may claim relief on Inheritance Tax using Form IHT38. This form is a critical document for managing the financial aspects related to the inheritance, especially in situations where the sale value of land or property dips below its appraised value at the time of the

MAZ
Apr 13, 202415 min read


Form D31 for Inheritance Tax: Domicile Outside the United Kingdom
Understanding Form D31 for Inheritance Tax Navigating the complexities of Inheritance Tax (IHT) can be challenging, especially for those...

MAZ
Apr 12, 202414 min read


Form IHT35 for Inheritance Tax, Claiming for Relief — Loss on Sale of Shares
Understanding Form IHT35 for Inheritance Tax Form IHT35 is an essential tool for executors or administrators of estates in the UK,...

MAZ
Mar 25, 202414 min read


All About Form IHT216 to Claim Transferable Nil Rate Band
Understanding Form IHT216 and Claiming Transferable Nil Rate Band In the realm of UK inheritance tax (IHT), the concept of the...

MAZ
Mar 24, 202416 min read


Updates on the Inheritance Tax and Probate, in the Spring Budget 2024
The Spring Budget 2024, announced by the Chancellor of the Exchequer, Jeremy Hunt, introduces significant updates and changes to the UK's...

MAZ
Mar 16, 202413 min read


Reduced Rate of Inheritance Tax - Form IHT430
Inheritance Tax in the UK: Understanding the Reduced Rate through Form IHT430 Inheritance Tax (IHT) represents a significant concern for...

MAZ
Mar 13, 202414 min read


Inheritance Tax: Direct Payment Schemes for Inheritance Tax - Form IHT423
Inheritance Tax (IHT) in the UK is a tax on the estate (the property, money, and possessions) of someone who has died. Understanding how...

MAZ
Mar 13, 202416 min read


The Implications of the Simplification of Inheritance Tax and Digital Services in the UK Budget 2024
Index Introduction to the UK Budget 2024 Contextualising the Simplification of Inheritance Tax Transition to Residence-Based System The...

MAZ
Mar 12, 202427 min read


Inheritance Tax: Debts Owed By the Deceased - Form IHT419
Inheritance Tax (IHT) in the UK is a tax on the estate (the property, money, and possessions) of someone who's passed away. There's a...

MAZ
Mar 7, 202416 min read
bottom of page

