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Inheritance Tax planning

What is Inheritance Tax?

Inheritance Tax (IHT) is a tax payable on the value of a person's estate at death and on certain lifetime gifts. It is charged on death at 40% for estates over the threshold of £325,000, and at 20% on lifetime gifts into most trusts. Here we look at some of the measures you can take to mitigate the tax.

Please note: The Financial Conduct Authority does not regulate Inheritance tax planning, trusts,will writing services and certain aspects of employee benefits planning

What next?

Visit your local branch and talk to your Branch Manager who will be pleased to arrange an appointment with an Independent Financial Adviser. Alternatively, you can contact us on 0800 072 1100.

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