Rising property prices are making Inheritance Tax (IHT) a reality for many people across the UK, so we've taken a look at the facts.
You can legitimately reduce your IHT liability in a number of ways. Some of the most valuable exemptions must be used seven years before your death to be fully effective, so it makes sense to consider ways to tackle IHT sooner rather than later and to seek professional advice.
Tax treatment depends on individual circumstances and may be subject to change in the future. The information given is not intended to provide legal, tax or financial advice.
Our financial planning service includes Inheritance Tax advice and trust solutions.
To be eligible for the service you need £100,000 sole annual income or £100,000 in savings, investments and/or personal pensions.
Before any services or products are provided to you we will explain what advice we can give and what products and services this covers, and any advice or product charges that apply and agree these with you.
All information is correct as at January 2019.