Inheritance tax planning 
for your loved ones

Avoid an unnecessary and unwelcome burden after you go.

Minimise the impact of one of the most dreaded taxes by downloading your free guide. 

This guide covers:

Your Guide to Inheritance Tax

  • What inheritance tax (IHT) is and why you need to plan for it

  • Taking advantage of the transferable nil-rate band between spouses and civil partners

  • How the residence nil-rate-band could boost your tax-free allowance to £475,000 (2019/20)

  • Ways to reduce your tax bill including setting up a will or a trust, so the right people benefit

  • Using your pension as an effective inheritance tax planning tool

  • Inheritance tax planning in action

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