Inheritance Tax Planning

• IHT liability calculations
• Tailored Solutions to reduce/plan for IHT liability

Inheritance Tax receipts have risen dramatically over the past few years, and the trend looks set to continue. Coupled with the unremitting increases in property value, the inheritance tax trap is likely to catch more people than ever before.

Basic steps to mitigate an IHT liability

• Order your finances tax–efficiently
• Make a Will
• Value your assets
• Transfer assets (between spouses)
• Understand your pension death benefits

Have you considered the following?

• How much inheritance tax would your estate have to pay if you were to die today?
• What legacy do you intend to leave behind for those who follow?
• Have you used all of your inheritance tax exemptions?
• Does your Will make the best use of the inheritance tax provisions?
• How sure are you that any gifts you have made to avoid inheritance tax are effective?
• Do you wish to avoid inheritance tax but need your investment income?