Documentation

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Getting Started

• Getting Started with UK Inheritance
  • Introduction to UK Inheritance
  • Key Terminology
  • Overview of Inheritance Tax

Personal Inheritance

• Wills & Estate Planning
  • Making a Valid Will
  • Intestacy Rules
  • Updating Your Will
• Inheritance Tax for Individuals
  • Nil-Rate Band
  • Residence Nil-Rate Band
  • Calculating Your Liability
  • Reliefs & Exemptions
• Probate & Estate Administration
  • Applying for Probate
  • Executor Responsibilities
  • Timeline & Process
• Lifetime Gifting
  • Seven-Year Rule
  • Annual Exemptions
  • Potentially Exempt Transfers (PETs)
  • Chargeable Lifetime Transfers (CLTs)

Family Inheritance Planning

• Family Investment Companies (FICs)
  • Structure & Benefits
  • Tax Considerations
  • Setting Up an FIC
• Trusts
  • Types of Trusts
  • Trust Taxation
  • Setting Up a Trust
  • Trust Administration
• Marriage & Civil Partnerships
  • Spousal Exemptions
  • Joint Assets
• Children & Dependents
  • Guardian Arrangements
  • Inheritance for Minors
  • Disabled Beneficiaries