Next generation

How to avoid inheritance tax traps

by Stuart Rothwell | Jan 22, 2026 | Assets, Estate Planning, Featured Liberty news, IHT, Inheritance, Next generation, Philanthropy, Planning, Protection, St. James’s Place News, Tax

Few taxes arouse as much concern – and misunderstanding – as inheritance tax (IHT). Whether you’re a saver, investor, farmer or business owner, the rules are complex, and upcoming reforms mean the landscape is shifting. From April 2026, some farmers and...

Protect your estate: strategies to reduce inheritance tax

by Stuart Rothwell | Sep 25, 2025 | Assets, Estate Planning, IHT, Inheritance, Next generation, Philanthropy, Planning, Protection, St. James’s Place News, Tax

You’ve worked hard for wealth, so why not protect it? Find out how you can protect your estate, lower your IHT liability and pass on more money to your loved ones. At a glance IHT is payable on the value of your estate on death (or second death in the case of...

What is the seven year rule in Inheritance Tax?

by Stuart Rothwell | May 29, 2025 | Assets, Estate Planning, IHT, Inheritance, Next generation, Planning, St. James’s Place News

If you want to gift your family more than £3,000, you will need to survive for seven years after making the gift, otherwise it could potentially be liable for inheritance tax (IHT). Structuring your gifting over the longer term and making full use of your annual...

How to avoid inheritance tax traps

Protect your estate: strategies to reduce inheritance tax

What is the seven year rule in Inheritance Tax?

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