Inheritance Tax Planning Jumpstart

A practical overview of inheritance tax thresholds, allowances, and structured planning considerations.

Understand Your Exposure

Why Inheritance Tax Planning Matters

Inheritance Tax (IHT) may apply where an estate exceeds certain thresholds. For many families, property values and accumulated assets mean exposure is more common than expected.Without early review, a significant portion of an estate may be subject to taxation under current legislation.Structured planning allows you to understand potential exposure and consider appropriate arrangements within the legal framework.

What You’ll Learn Inside

Current inheritance tax thresholds and allowances

How property and asset values affect exposure

The role of Wills and trusts in tax planning

Common planning strategies considered under current legislation

When a review may be appropriate

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