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Latest News

Please check below for latest news from the Moneta Partnership:

4 in 10 Home Owners Will Be Liable For Inheritance Tax On Their Deaths

According to figures from Scottish Widows, 41 per cent of all households are now valued at more than the current inheritance tax threshold of £300,000, when total wealth is taken into account.
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The Phizackerley Case

This case has received widespread publicity. However the circumstances were particular and the decision of HM Special Commissioner of Taxes only applies to couples in this situation. In fact the consequences can be completely avoided with the correct advice about writing your wills.
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