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There are numerous ways to mitigate Inheritance Tax Planning (IHT), but we find that the majority of cases utilise a combination of the following:
Inheritance tax planning traffic light comparison
| Access | Speed | Simple | Control | Cost | |
|---|---|---|---|---|---|
| Gifting | |||||
| Whole of Life | |||||
| Loan Trust | |||||
| Discounted Gift Trust | |||||
| Flexible Reversionary Trust | |||||
| Business Property Relief |
How each of the solutions fare in relation to these issues is indicated above using a traffic light system; green being the most favourable.
Please note: this graphic is subjective to change, not every expert will agree on the distribution of colours. There is much more to know before you act and that you should always seek financial advice first.