Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

Change country site
Log in
HomeNews and insightsThinking about the future and passing on your wealth

Watch our video to find out what you need to know about passing on money from things like pensions and life insurance policies to the people you want, in the right way.

If you already have an abrdn financial planner, they can answer any questions you have about how you can pass on your money to the people you want. If you don’t yet have an adviser, find out how we can help you.

The information here should not be regarded as financial advice. Information is based on our understanding in November 2022. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.

Related articles

Tax tips for retirees to avoid the latest pitfalls
Tax planning6 min Read

Tax tips for retirees to avoid the latest pitfalls

We take a closer look at what the Spring Budget changes mean for those claiming the state pension and other ways to ensure you don’t pay too much tax in retirement.

Tax tips for retirees to avoid the latest pitfalls
Make the most of your tax allowances before tax year end
Tax planning6 min Read

Make the most of your tax allowances before tax year end

Find out how to make the most of the tax breaks and allowances in the run-up to tax year end.

Make the most of your tax allowances before tax year end
Wills and powers of attorney
Tax planning3 min Watch

Wills and powers of attorney

Find out about wills and powers of attorney, and how they can help you take control of your decisions and your legacy.

Wills and powers of attorney
How paying school fees can ease grandparents’ inheritance tax woes
Tax planning5 min Read

How paying school fees can ease grandparents’ inheritance tax woes

As inheritance tax bills and school fees both rise sharply, interactive investor (ii) looks at the unique opportunity grandparents have to solve two problems in one fell swoop.

How paying school fees can ease grandparents’ inheritance tax woes
Tax implications of owning a second home
Tax planning2 min Read

Tax implications of owning a second home

Do you have dreams of owning a holiday home? Read up on the tax implications before making any big decision.

Tax implications of owning a second home