Skip to main content
Estate & Tax


Across a complex playing field of asset management, taxation, exemptions and reliefs, without professional guidance, Inheritance Tax (IHT) can cost families thousands of pounds. Navigating the ins and outs of IHT is challenging, but with some professional support and planning, it is possible to give as much of your hard-earned wealth as possible to your family or other beneficiaries. IHT…
Jen Paice
June 29, 2022
Estate & TaxFamily

Extending the scope of the trust register

Deadline for non-taxable trust registrations announced Trusts are a way of managing wealth, money, investments, land or property, for you, your family or anyone else you’d like to benefit. When you put assets in a trust, they are under the control of an appointed person or persons called ‘trustees’. The trustees then manage the trust according to your instructions, even…
Jen Paice
April 11, 2022
Estate & Tax

New Year’s tax saving resolutions

Make full use of your relevant tax planning opportunities. With the tax year end, 5 April on the horizon, taking action now may give you the opportunity to take advantage of any remaining reliefs, allowances and exemptions. We have provided some key tax and financial planning tips to consider prior to the end of the tax year. Now is also…
Jen Paice
March 15, 2022
Estate & Tax

Reduce your Inheritance Tax Bill

Inheritance Tax is payable in the UK on death, and sometimes when you give away certain assets during your lifetime. It can be a great concern for individuals with wealth exceeding the current £325,000 nil-rate band (2020/21 tax year). Naturally, you’ll want to pass on as much as possible to your loved ones, rather than paying 40% to HM Revenue…
Jen Paice
September 14, 2021
Estate & Tax

Protecting family wealth

Start planning your legacy to mitigate or reduce Inheritance Tax. If you’ve worked hard throughout your lifetime to grow your wealth, and hope it will help to safeguard the financial security of your loved ones after you’ve gone. But without careful planning in your lifetime, you could leave them with less than expected after the Inheritance Tax bill is paid.…
August 2, 2021
Estate & TaxLater LifeProperty

Reappraisal of Urban Living

3 million people in the UK aged over 50 are considering relocating. The coronavirus (COVID-19) pandemic has lead to a reappraisal of urban living, with increasing numbers fleeing city confines in search of green space.   3 million people aged over 50 (12%) now plan to relocate in retirement, as a direct result of the pandemic. A year of lockdowns…
July 12, 2021
Estate & Tax

Tax Planning Reimagined

No one likes to pay tax on their hard-earned money. But due to the complexities of the tax system, without expert professional financial advice, some individuals could be paying more tax than necessary. Before the end of every tax year on 5 April, you have the opportunity to save money on taxes and plan for the year ahead. As we…
Jen Paice
March 24, 2021
Estate & Tax

Wealth Creation

If you have an income of over £50,000 it doesn’t just push you into a higher income tax bracket, it also means that you’ll pay higher tax on capital gains and dividend income from your investments. So, it’s important to choose a tax-efficient investment vehicle that is appropriate for your particular investments goals and tax position. Individual savings accounts (ISAS)…
Jen Paice
March 11, 2021
Estate & TaxPensions & Retirement

Planning a move abroad?

Undertaking what is required takes a great deal of thoughtful consideration You’ve always dreamed about living abroad, but how do you make that a reality? The first practical step is to think about where you are in your life and weigh up which options are available to you. Factors like your age, financial situation and skill set will come into…
Jen Paice
August 13, 2020

You are now leaving Waverton Wealth

Waverton Wealth provides links to websites of other organizations in order to provide visitors with certain information. A link does not constitute an endorsement of content, viewpoint, policies, products or services of that website. Once you link to another website not maintained by Waverton Wealth, you are subject to the terms and conditions of that web site, including but not limited to its privacy policy.

You will be redirected to

Click the link above to continue or CANCEL