News — estate planning

Noel in the News: why an older will might need a fresh look

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Noel in the News: why an older will might need a fresh look

Noel Whittaker's latest column explains why wills written under the old tax rules — especially those with testamentary trusts — deserve a review before the new CGT regime arrives in July 2027.

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Noel in the News: who pays the tax when you inherit shares or property?

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Noel in the News: who pays the tax when you inherit shares or property?

In his August newsletter, Noel Whittaker answers reader questions on how the new capital gains tax rules treat inherited shares and property. The timing of a death — and good records — can now change a family's tax bill dramatically.

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Noel in the News: the new tax on death, divorce and disaster

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Noel in the News: the new tax on death, divorce and disaster

In the August 2026 Noel News, Noel Whittaker warns that from 1 July 2027 capital gains tax can fall due when assets change hands through death, divorce or insurance payouts — even though nothing has been sold. Here's why it matters for your estate planning.

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Noel in the News: the investment that sidesteps the new tax traps

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Noel in the News: the investment that sidesteps the new tax traps

Noel Whittaker's latest Firstlinks column looks at insurance bonds - an old-fashioned investment that sidesteps many of the new capital gains tax traps and makes estate planning simpler. Our summary, with a link to the full article.

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