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3:06
YouTube
Wealth and Estate Planners
How Do I Access Inherited Bank Accounts?
Navigating the process of accessing inherited bank accounts can be complex during a difficult time. This video provides a clear, step-by-step guide to help you understand what's required and how to smoothly transfer funds. Learn the essential documentation and procedures to gain access to inherited assets without unnecessary stress. In this ...
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3 months ago
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Want to give money to your loved ones and legally avoid inheritance tax?👀💸 💰If you earn a regular income (from your salary, dividends, or pension) and only need part of it to live on, you can gift the surplus without it counting towards your estate for inheritance tax (IHT). Here’s how it works: ✨ The gifts must come from your income ✨ They should be regular and consistent ✨ They must not impact your lifestyle — meaning you’re still comfortably covering your own living costs. Because these gi
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How to Legally Avoid Inheritance Tax in the UK. Did you know… when you pass away, HMRC could take up to 40% of your estate? That’s almost half your life’s hard work — gone in tax. But here’s the truth — smart families don’t let that happen. Here’s how: 👉 Use Your Nil Rate Band Every UK resident gets £325,000 tax-free. And if you’re married — that doubles to £650,000! 👉 Residence Nil Rate Band Leave your main home to your children or grandchildren, and you can add another £175,000 per person —
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