Victoria Mahon
- Partner
- Private Client
Victoria Mahon and Abigail Pearson co-author article on inheritance tax traps for trusts and charitable gifts in Wills
Victoria Mahon, Partner, and Abigail Pearson, Associate in our Private Client team, have co-authored an article exploring recent changes to inheritance tax (IHT) rules affecting charitable gifts made through trusts established by Will.
The article, “IHT tax traps for trusts and charitable gifts in Wills”, examines how changes introduced by the Finance Act 2026 could result in unexpected inheritance tax liabilities for charitable gifts that would previously have qualified for exemption.
Victoria and Abigail discuss the implications for existing Wills and estates in administration, the potential tax risks for executors and trustees, and the steps advisers should consider to ensure charitable gifts remain tax-efficient.
Read the full article in Business & Accountancy Daily.
Meet the team:
Abigail Pearson
- Associate
- Private Client
