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HomeArchive by Category "All Guides"Page 2
Can an executor withhold money from a beneficiary?
18 Mar
All Guides, Guides for Partners

How inheritance tax changes are creating new estate liquidity challenges

Posted by author-avatar Steve Gauke
March 18, 2026
Inheritance tax reforms are expanding the number of estates exposed to IHT and creating new liquidity challenges during probate. See how advisers can identify timing gaps and support clients without disrupting long-term plans.
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Inheritance Tax changes to Agricultural and Business Property Relief explained
17 Mar
All Guides, Guides for Beneficiaries and Executors

Inheritance Tax changes to Agricultural and Business Property Relief explained

Posted by author-avatar Steve Gauke
March 17, 2026
From 6 April 2026, there will be a £2.5 million cap to the relief that businesses receive under Agricultural and Business Property Relief.
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How being married can save you paying Inheritance Tax
03 Mar
All Guides, Guides for Beneficiaries and Executors

How being married can save you paying Inheritance Tax

Posted by author-avatar Steve Gauke
February 16, 2026
Being married (or in a civil partnership) can save you paying Inheritance Tax as you can pass assets tax-free and combine tax-free allowances.
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Do you pay Inheritance Tax on shares?
27 Feb
All Guides, Guides for Beneficiaries and Executors

Do you pay Inheritance Tax on shares?

Posted by author-avatar Steve Gauke
February 16, 2026
You will pay Inheritance Tax on shares as part of the wider Inheritance Tax bill that is charged to the whole estate.
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What-is-the-loophole-for-Inheritance-Tax-in-the-UK
25 Feb
All Guides, Guides for Beneficiaries and Executors

What is the loophole for Inheritance Tax in the UK?

Posted by author-avatar Steve Gauke
February 16, 2026
There are multiple loopholes for Inheritance Tax in the UK, including allowances, gifts and exemptions available from HMRC.
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what-if-i-disagree-with-how-an-estate-is-being-distributed
19 Feb
All Guides, Guides for Beneficiaries and Executors

What if I disagree with how an estate is being distributed?

Posted by author-avatar Steve Gauke
February 11, 2026
If you disagree with how an estate is being distributed, and your dispute is valid, there are legal steps you can take to find a resolution.
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Estate planning adapt approach
18 Feb
All Guides, Guides for Partners

Inheritance Tax reform is reshaping estate planning

Posted by author-avatar Steve Gauke
March 4, 2026
Provira explores how new Inheritance Tax reforms affect estate planning and what advisers need to know to adapt their approach.
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loan advisor
18 Feb
All Guides, Guides for Partners

Inheritance Tax reforms, probate delays and estate liquidity – what advisors need to know

Posted by author-avatar Steve Gauke
March 4, 2026
In this webinar, experts explore how Inheritance Tax reforms, probate and liquidity are affecting clients, and what advisers should do.
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Can an executor withhold money from a beneficiary?
17 Feb
All Guides, Guides for Beneficiaries and Executors

Can an executor withhold money from a beneficiary?

Posted by author-avatar Steve Gauke
February 11, 2026
An executor can withhold money from a beneficiary only if there is a legitimate reason that protects the interests of the estate.
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Can-I-get-a-probate-loan-with-bad-credit
13 Feb
All Guides, Guides for Beneficiaries and Executors

Can I get a probate loan with bad credit?

Posted by author-avatar Steve Gauke
February 11, 2026
Yes, you can get a Probate Loan with bad credit. Probate Loans are based on the value of the estate or inheritance, not your credit score.
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