Category Archives: Inheritance

Budget 2021 – Inheritance Tax & Property Related Changes

An overview of the Budget announcements that may be of interest to property investors and those affected or potentially affected by IHT.

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All Asset Estate Planning

The importance of taking an “all asset” approach to holistic estate and intergenerational planning.

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IHT Planning and IHT Reclaim with Reduced Value Investments

The opportunity reduced investment values can offer for IHT gifting strategies and potential IHT reclaims on sale of qualifying investments within 12 months of death.

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Professional Edge – IHT Reform proposals from the APPGIIF

The (quite radical) proposals for IHT reform put forward by the All Party Parliamentary Group for Intergenerational and inheritance fairness

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Overview of the Key Inheritance Tax Exemptions

A summary of some of the main inheritance tax exemptions that an individual could take advantage of.

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Intergenerational Planning

The importance of advisers taking an intergenerational approach to estate planning. Opportunities to engage up and down the generations powered by adviser know-how and effective, appropriate communication.

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