Author Archives: Peter Davies

Increase in the number of estates subject to Inheritance Tax

House prices have boosted inheritance tax receipts (especially in London and the South East). Estates in London and the south east paid almost half of the country’s inheritance tax bill in 2013/14 because of rising house prices, which means an … Continue reading

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Create Wealth shortlisted for Citywire 2015 Firm of the Year Awards

Create Wealth are delighted to have been shortlisted in the prestigious New Model Adviser 2015 Firm of The Year awards in the Wales category. The award aims to recognise the best financial planning firms across the Country. This was the … Continue reading

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Spouse/Civil partners to “inherit” ISA benefits on death

Under the former ISA rules, on the death of an ISA saver the ISA wrapper was removed and so the income and capital gains tax benefits of the ISA no longer applied.  The value of the fund would, however, pass … Continue reading

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Changes to the Intestacy Rules

Changes to the intestacy rules, introduced as a result of the Inheritance and Trustees’ Powers Act 2014, mean that surviving spouses/civil partners will inherit a larger share of an estate.

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