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PTA
Jan 1328 min read
What Happens to A Joint Account When Someone Dies?
Discover UK rules on joint accounts after death, including survivorship, tax implications, disputes, responsibilities, and estate planning.
52 views
PTA
Nov 5, 202431 min read
Inheritance Tax in the UK Autumn Budget 2024
Inheritance Tax changes in the UK Autumn Budget 2024: updated reliefs, new rules on pensions, strategic estate planning essentials.
68 views
PTA
Oct 13, 202425 min read
Are ISAS Exempt from Inheritance Tax?
Discover if ISAs are exempt from UK Inheritance Tax and learn strategies to minimise potential IHT liabilities.
233 views
PTA
Apr 5, 202417 min read
Do You Pay Capital Gains Tax On Inherited Property?
Understanding Capital Gains Tax on Inherited Property in the UK Yes, in the UK, you may pay Capital Gains Tax on inherited property if...
218 views
PTA
Mar 14, 202310 min read
Form R86 to Get a Joint Annuity Without Income Tax Taken Off
HMRC Form R86, a pivotal document within the UK tax system, plays a crucial role for taxpayers, particularly in the context of...
26 views
PTA
Mar 13, 202332 min read
What is the Residence Nil Rate Band (RNRB)?
Introduction to the Residence Nil Rate Band (RNRB) The Residence Nil Rate Band (RNRB) is a significant aspect of the UK's Inheritance Tax...
2,975 views
PTA
Mar 13, 202345 min read
What is Inheritance Tax IHT421 Form and How to Use it?
Learn how to complete the Inheritance Tax IHT421 form for UK probate, including key steps, eligibility, and recent updates.
10,618 views
PTA
Mar 12, 202319 min read
What is an IHT400 Refund Form
Comprehensive guide on UK's Inheritance Tax IHT400 Refund Form, covering updates, filing steps, and tax accountant assistance.
4,106 views
PTA
Feb 1, 202323 min read
Are Joint Bank Accounts Subject To Inheritance Tax?
Explore the tax implications of joint accounts (especially with parents), inheritance tax rules, survivorship rights, exemptions, and planni
28,426 views
PTA
Sep 13, 202217 min read
How Much Money Can I Give to My Children and Grandchildren as Tax-Free Gifts?
Knowing how and when to give money to your grandchildren and children will enable them to fully get the most benefit from your tax-free...
1,851 views
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