Step-by-Step: Completing Your First Self Assessment

Work through your first Self Assessment tax return step by step, from checking if you need one to getting registered with HMRC.

Alternatives to the Child Trust Fund

Parents can no longer open Child Trust Funds, but there are other tax-efficient ways to save for your child's future.

Living Trusts vs Lasting Power of Attorney: Which is Right for Me?

Understand the key differences between living trusts and lasting power of attorney to decide which legal tool works best for your situation.

How I'm Trying to Avoid Inheritance Tax

One woman explains the practical steps she's taking to reduce her family's inheritance tax bill through charitable giving and other planning methods.

How We Manage Our Charitable Trust: Case Study

A UK charitable trust manager shares how they decide which youth projects deserve funding and the daily challenges of running a grant-giving organisation.

I'm Already Planning My Family Succession: Case Study

A bakery owner shares how he's taking time to plan the handover of his four-generation family business rather than rushing the process.

Budget 2011 and Inheritance Tax: What Changed?

The 2011 Budget introduced a tax break for inheritance donations to charity, but did little to help most people facing the 40% tax on estates over £325,000.

Junior ISA: a Child Trust Fund Replacement?

Junior ISAs replaced Child Trust Funds in 2011, but they work differently and don't offer the same government top-ups that made CTFs valuable.

Tax Avoidance Investigated by MPs?

MPs investigate how big companies and trusts are cutting their tax bills through legal avoidance schemes.

Top Tips for Deciding on Suitable Beneficiaries

Help trustees choose the right beneficiaries for charitable trust funding without overcommitting resources.