Victoria Mahon
- Partner
- Private Client
Private Client Partner quoted on changes to inheritance tax relief for charitable trusts
Private Client Partner Victoria Mahon has been quoted in a The Telegraph article examining the inheritance tax implications of recent changes to the treatment of charitable trusts.
The article explores how gifts left to charitable trusts under existing wills may no longer automatically qualify for inheritance tax relief following changes introduced by the Government. As a result, some estates could face an unexpected inheritance tax charge unless trustees take specific steps within the required timeframe.
Victoria commented on the practical implications of the changes for individuals with charitable legacies in their wills and the importance of reviewing existing estate planning arrangements to ensure intended gifts continue to achieve the desired tax outcome.
Read the full article in The Telegraph here (£).
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