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About Inheritance Tax
IHT Planning
- - Inheritance Tax Planning
    - Gifting
      You may assume that it’s relatively easy to mitigate IHT by gifting assets to loved ones, but this is not always the case.
    - Whole of Life
      This option could be more suitable and will pay the benefit amount on death, regardless of when that is.
    - Loan Trust
      A loan trust is used to move future accumulation of capital outside of a taxable estate.
    - Discounted Gift Trust
      An arrangement for those who wish to undertake inheritance tax planning but also need an income.
    - Flexible Reversionary Trust
      The FRTs are effective for IHT planning purposes and are versatile in meeting the client’s income needs.
    - Business Property Relief
      Allowing small businesses to be passed through the generations without incurring an Inheritance Tax liability.
  - IHT Planning with Retirement Planning
    - IHT Planning with Retirement Planning
      
      These two subjects are inextricably linked in that a decent retirement plan can enhance an IHT plan.
      
      While no IHT will be paid, if the pension holder is over 75 at the time of death the beneficiaries will be liable to income tax on pension benefits drawn. I.e. if no benefits are drawn, no income tax is paid.
      
      Read More
  - Residential Nil Rate Band
    - Residential Nil Rate Band
      
      Tax treatment varies according to individual circumstances and is subject to change.
      
      The RNRB is now an essential aspect of your IHT planning. In particular, for marginal estates that breach the tapering level, managing the estate to maximise RNRB is possible and worthwhile.
      
      The rules are such that there is usually not a great deal you can do to maximise RNRB, but individual situations can offer some unique opportunities that should be discussed and utilised.
      
      Read More
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Blog

Inheritance Tax itself sounds daunting however, we are here to ease the process for you.

To help further, we have formulated a series of blog posts, read on below.

Potential Changes to Inheritance Tax in the Next Autumn Statement

Sep 26, 2024 | Business Property Relief, Discounted Gift Trust, Flexible Reversionary Trust, Gifting, Inheritance Tax Planning, Loan Trust, Whole of Life

As we approach the next autumn statement, there is speculation about potential changes to this tax.

Latest Trends in Inheritance Tax Planning: Optimising Your Estate for the Future

Jul 12, 2024 | Business Property Relief, Gifting, Inheritance Tax Planning

In this blog post, we will explore some of the latest trends in inheritance tax planning, helping you navigate the complexities and maximize the value of your estate.

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Blog

Potential Changes to Inheritance Tax in the Next Autumn Statement

Latest Trends in Inheritance Tax Planning: Optimising Your Estate for the Future

If you have any questions or queries call us on: 0800 093 4115

Contact Us

0800 093 4115