Category Archives: Inheritance

All Asset Estate Planning

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

Through Techlink Professional and Techlink Communicator we enable you to:

• Be better informed

• Reduce risk.

• Do more business.

• Communicate better and smarter.

• Save time.

To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

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.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

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

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

Overview of the Key Inheritance Tax Exemptions

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

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.

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.

Through Techlink Professional and Techlink Communicator we enable you to:
• Be better informed.
• Reduce risk.
• Do more business.
• Communicate better and smarter.
• Save time.
To access your free trial; go to www.techlink.co.uk/freetrial and request which trial option you require from the options shown. You will then be given 4 weeks free access to Techlink Professional and/or Techlink Communicator and an example of the Communicator content.