Some estates may exceed the threshold above which inheritance tax is payable, so it’s important to know whether or not this could impact you. Read on to find out who pays it, how much it is and how you can reduce its impact on your family and your estate.


Rewire your retirement

How are you planning on making the most of your time in retirement? Visit our Rewirement page to find articles on everything from lifestyle to finance to help you enjoy your colourful retirement.



Next steps

We can't help you manage how you use or gift your money, but we do have products and information that may help:

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Making decisions about finances is important so it’s worth making use of the guidance and advice services available.


Retirement guidance

Money Advice Service

The Government's free and impartial money advice service will help you manage your finances in a way that suits you.

Speak with us

Our colleagues in Cardiff are always happy to help with your questions or to help you apply for a quote.

0800 048 2446

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