Category Archives: Inheritance Tax

Inheritance Tax receipts and potential reform

The latest HMRC figures for IHT yield and thoughts on the potential for reform and opportunities to effectively communicate with clients.

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Is there a compelling case for capital tax reform?

How likely is a fundamental reform of IHT and CGT as part of a wide ranging reform of capital taxation?

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The future look of Inheritance Tax?

Does the recent OECD report on inheritance tax give us a glimpse of the future?

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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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IHT Planning with the Main Residence

Two ways to carry out effective  IHT planning with your main residence

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Protection in Intergenerational Financial Planning

Intergenerational planning and the role of protection policies in trust.

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All Asset Intergenerational Estate Planning

How to effectively take an “all asset “ approach to intergenerational estate planning.

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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 Provision by Beneficiaries

How beneficiaries can simply pay for life cover to meet IHT arising on the death of the life assured /last of the lives assured to die.

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