We are delighted to share our Inheritance Tax Planning guide, created specifically for you to share with your clients.

The guide breaks down what Inheritance Tax (IHT) is and how it is calculated, including the nuances around unmarried couples and how the nil rate bands work.

The guide also covers planning ideas to reduce an exposure to IHT, including:

  • life insurance and assurance
  • trusts
  • equity release
  • Business Relief


Please complete the form below to request your copy.