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Inheritance Tax rule changes

Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to your assets after your death, effective estate planning is essential. After a lifetime of hard work, you want to make

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Preserving wealth for future generations

Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be liable without realising it. Few taxes are quite as emotive – or as politicised –

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Inheritance Tax

Getting to grip with the numbers £325,000 The first £325,000 value of your estate is called the ‘Nil Rate Band’ because, although it is taxable to Inheritance Tax (IHT), it is taxed at 0% (tax year 2015/16).

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Banking on an inheritance

One in three Britons rely on a cash windfall to fund their retirement plans Anticipated inheritances often don’t materialise. But one in three working Britons (35%) are still relying on an inheritance in order to achieve a stable financial future.

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