Draft for review. Not published, and not indexed.
Unmatched Capital
Wealth transfer

Wealth transfer: what passes to the next generation, what tax takes, and how to plan before the rules change

This hub covers how wealth moves between generations: inheritance and gift taxes, business and pension assets, and the planning families do before a rule changes. It works through household outcomes rather than quoting thresholds. The UK and the US have separate pages. General information, not advice.

What readers ask

  • How do I avoid 40% inheritance tax in the UK?
  • What are the 5 D's of succession planning?
  • Is $500,000 considered a large inheritance?
  • What triggers generation-skipping transfer tax?
  • How long will the Great Wealth Transfer last?
  • What are the common mistakes in wealth transfer?