Watch our educational webinar recorded on 28 June.
Part two of our webinar series focuses on the taper threshold and its impact on higher value estates. This educational webinar is delivered through a number of case studies to help illustrate how different clients may be impacted. We also look at the estate planning opportunities that are available to help mitigate an IHT liability that may arise for your client.
Part one focused on how the Residence Nil Rate Band could impact your clients. Click here to catchup on part one.
We know this can prove a complex subject, where each client may have a unique situation, so if you have any questions or would like to see further case studies please contact us on 020 7391 4747 or firstname.lastname@example.org.
As mentioned in the webinar, you may also find it useful to use www.IHTcalculator.com to find out the approximate IHT liability on your client’s estate. This calculator factors in property, investments and cash value, along with the number of Nil Rate Bands and Taper Threshold, so can prove useful when comparing IHT strategies.