Inheritance tax planning

With the increase in property values, more and more people are coming under the inheritance tax (IHT) net.

There are a number of strategies that can help to reduce the final IHT bill, including lifetime gifts, transfer of assets, trusts, assigning life assurance policies, etc.

But these need to be applied within a broader financial plan that takes into account the present and future needs of you, your spouse, your family, and any other beneficiaries.

Our advisers can help you develop and implement such a plan.