Five ways to save on Inheritance Tax

We recently collaborated with Goody Burrett LLP to present a free Q&A webinar about wills, inheritance tax (IHT), probate and trusts. It proved to be an area of property law and finance that causes some confusion and concern and, given the implications for family, it’s understandably one on which we are keen to advise. If you’d like to stay informed of future such events, then do please sign up to our mailing list.

Despite rumours of a shakeup in the March Budget, IHT was left untouched, possibly due to these unprecedented and uncomfortable times.

If you’re looking to pass on as much wealth as you can to your loved ones, planning now could help save them a lot of money.

This is a brief overview of the complex area of estate planning so if you are unsure how to proceed please ask for us for specialist advice. Tax rules can change, and any benefits depend on personal circumstances.

The basic rules