The Hidden Inheritance Tax Cash-Flow Trap Facing High Net Worth Families
Wednesday 20 May 2026
One of the biggest problems families may face is not the Inheritance Tax (IHT) bill, but how quickly it has to be paid and sourcing the money.
Estate Planning
Read the latest news from our financial advisers in St Albans, North London, Harpenden, Leeds & Bradford, Stafford, Ware, Wimbledon, Ringwood and Chippenham.
Inheritance Tax Planning and IHT Planning Advice with Lonsdale
Tuesday 24 March 2026
With tax thresholds frozen and further legislation ahead, more families are finding that their estates may be exposed to Inheritance Tax (IHT).
Understanding Trusts: Trusts Use In Inheritance Tax & Asset Protection Planning
Wednesday 18 March 2026
Trusts can help provide for children, support vulnerable family members and, in some circumstances, form part of inheritance tax (IHT) planning.
A Personal Choice: Supporting Every Journey in Organ Donation
Tuesday 11 November 2025
At Lonsdale Wealth Management, we believe in supporting people through decisions that matter deeply – not just about money, but about values...
Understanding Investments: Inheritance Tax & the Confidence to Act!
Tuesday 14 October 2025
The first step towards effective Inheritance Tax (IHT) mitigation is to have a clear understanding of how much capital you expect to require.
Understanding the Inheritance Tax 7 Year Rule
Thursday 18 September 2025
Understanding how the Inheritance Tax 7 year rule works and how it applies to lifetime gifting is essential when making informed decisions.
Making Your Pension Work Harder: Gifting Surplus Income for Estate Planning
Wednesday 20 August 2025
This article explores how gifting surplus pension income can be a powerful tool for your estate, under current regulations and with future changes.
Update: Inheritance Tax on Pensions – April 2027 Reform Confirmed
Friday 25 July 2025
Following consultation, HMRC has now confirmed that these changes have moved a step closer to coming into force from 6 April 2027.
Why Grandparents Are Skipping A Generation
Tuesday 15 July 2025
Several personal, emotional, and financial factors are prompting grandparents to leave inheritances directly to grandchildren.
Pension Planning – What You Need to Know
Tuesday 25 March 2025
With a range of options and evolving regulations, navigating the complexities of pension planning can be daunting. Do you need advice?
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