Inheritance Tax Planning Archives

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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 (before 06 April 2027), 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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