Find the answer you need.

Practical explanations for the decisions ahead. Search by question or explore a topic.

Family and inheritance

28 articles · Clear filters

Family and inheritance

Joint property and your will

Check how the form of ownership affects what happens to a home.

Family and inheritance

Your household financial handover

Create a usable record of accounts, contacts and responsibilities.

Family and inheritance

Gifts from surplus income

Work through the three tests and the records that support them.

Family and inheritance

Giving away a home you still live in

Explore the questions raised when ownership changes but occupation continues.

Family and inheritance

A house deposit gift or a family loan?

Agree what the money means and record the arrangement clearly.

Family and inheritance

Gift Aid and your tax position

Check the tax requirements behind a Gift Aid declaration.

Family and inheritance

Preparing a financial power of attorney

Organise the records someone would need as well as the legal document.

Family and inheritance

An executor's cashflow checklist

Establish available cash and estate commitments before making distributions.

Family and inheritance

Pension sharing and offsetting

Explore how different assets and pension rights are compared after divorce.

Family and inheritance

A trust's letter of wishes

Understand its purpose and how it sits alongside the trust deed.

Family and inheritance

Children's savings and the source of gifts

Explore why the person giving the money can matter for tax.

Family and inheritance

Planning for the Child Benefit tax charge

Check the relevant income figure and prepare for a possible repayment.