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 questions@time-investments.com.

The impact of the taper threshold on high value estates from TIME Investments on Vimeo.

 

IHT Calculator

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.

 

Posted: 29/06/2017 Categories: Events, Inheritance Tax, News, TIME:Advance, TIME:AIM

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Inheritance Tax Services

TIME does not accept direct investment into its IHT discretionary investment services. If you wish to invest in one of our services you will need to take advice from an authorised financial adviser before any investment may be accepted. Nothing within this website is intended to constitute investment, tax or legal advice. Our services place an investors capital at risk and they may not get back the full amount invested. Tax treatment may be subject to change and depends on the individual circumstances of each investor. The availability of tax reliefs also depends on the investee companies maintaining their qualifying status. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon as such. Unquoted or smaller company shares are likely to have higher volatility and liquidity risks than other types of shares quoted on the Main Market of the London Stock Exchange.

 

ARC TIME:Funds I, II and III

TIME may accept direct investment although it recommends that investors take professional financial advice to take account of their circumstances. Nothing within this website is intended to constitute investment, tax or legal advice. Our funds place your capital at risk and investors may not get back the full amount invested. Neither past performance or forecasts are reliable indicators of future results and should not be relied upon. Funds may be invested in real property assets and the value of the real property concerned will generally be a matter of valuer’s opinion rather than fact; under certain market conditions investors seeking to redeem their holdings may experience significant restrictions or delays.

 

Please confirm that you understand the information outlined above, further details of the risk of our products and services are contained within the products and services section of this site.