Inheritance Tax Guide

One of the biggest impacts on your ability to preserve your wealth is inheritance tax (IHT). This tax is often regarded as unfair and can be particularly hard to accept due to the nature in which it comes in to play.

However, inheritance tax is often referred to as a voluntary tax because there are a number of strategies that can be employed to mitigate IHT liability. Our guide to inheritance tax introduces you to a number of these strategies and demonstrates the significant impact that effective financial planning can have on your ability to maximise the wealth that you can pass on to your loved ones.

Whats included?

  • Reducing your inheritance tax liability
  • Intestacy rules
  • Inheritance tax exemptions
  • Residence nil rate band
  • Inheritance tax reliefs
  • Inheritance tax and lifetime gifts
  • Pension schemes and inheritance tax
  • Life assurance
  • Loan trusts
  • Discounted gift schemes
IHT guide
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Please choose one of the links below to log in securely to either your Scheme Member account, or your PFP Wealth Management account.

> PFP Wealth management

> Pantheon

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