News & Blog

In this section:

  • 13 July 2017

    Sharing a slice of the cake

    By FMB

    There are lots of reasons people don’t want to give away a slice of their hard earned cake! However, it could help you reduce your estate and therefore your Inheritance Tax liability.

    1) I don’t know the rules, I don’t want to cause a problem with the tax man. 2) Don’t you have to live 7 years for it to be tax free? 3) I don’t know if I will need it myself. 4) I don’t

    © FMB 2017 - 2024. All rights reserved.
    Financial Management Bureau Limited is authorised and regulated by the Financial Conduct Authority.
    Financial Management Bureau Limited is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786
    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit