Advanced Planning

Advanced Planning


  • Lifetime Gifting & the 7-Year Rule
  • Regular Gifts Out of Income
  • Trusts
  • Family Investment Companies (FICs)
  • Business & Agricultural Relief (2026)
  • Pensions (2027)
  • Intestacy Rules & IHT
  • Maximising Exemptions & Reliefs
  • Charitable Donations
  • Communicating Your Wishes
  • Reviewing & Updating Your Will
  • How Life Interest Trusts Work
  • Lifetime Trusts
  • Will Trusts & Spouse Exemption
  • Anniversary & Exit Charges
  • Planning Strategies
  • Changes from April 2027
  • Pensions in the Estate
  • Consolidating Pensions
  • Family Investment Companies (FICs)
  • Planning Strategies