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Knowledge Bank >Estate Planning >IHT
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10: How we can help

IHT planning needs a great deal of thought and care but can be very effective. We can help you protect your family’s wealth and pass it on to your children and grandchildren. The first step is to review your assets, income and needs – now and in the future. We can then discuss the available options with you and draw up an inheritance tax plan that achieves your aims.

Contents

  • 01: Introduction
  • 02: How IHT is calculated
  • 03: Potentially exempt transfers
  • 04: Exemptions
  • 05: Business and farming assets
  • 06: Gifts with reservation
  • 07: Pre-owned assets tax
  • 08: Trusts
  • 09: IHT planning
  • 10: How we can help

Latest News

  • IFAs encouraged to act as IHT deadline approaches
  • Conservative plans for £2m IHT limit dismissed
  • Widows 'penalised' by inheritance tax changes
  • Advice can result in lower inheritance tax bills
  • IHT unlikely to change in Budget
  • More...

Essential Guides

 
Inheritance tax - the key features (337 kB)

 
Inheritance tax planning (244 kB)

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