This simple to use calculator allows you to find out the approximate IHT liability of your client’s estate by factoring in their property, investments and cash value, along with the number of Nil Rate Bands they are entitled to. While only an approximation, this information can prove useful when you are comparing IHT strategies for your clients.
Combining IHT and ISA planning
With the popularity of ISAs ever growing, many advisers have been drawn to the ability to combine your usual ISA planning with the addition of IHT planning and tax efficiency, particularly when achieved through a ‘smart passive’ approach. Click here to find out more about TIME:AIM.
Long Income Property industry report
Intelligent Partnership’s latest industry report takes a detailed look at the Long Income Property (LIP) market. Find out more and download your copy.
TIME Investments has built a solid reputation for creating innovative and reliable investment products that meet investors’ needs.