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Tax planning

Our educational hub explores topics across the landscape of wealth management and financial planning.

Inheritance tax (IHT) planning top tips: how does inheritance tax planning work?

The issue of inheritance tax planning will always be controversial. This is largely because it’s a secondary tax on accumulated wealth that has already been subject to tax, or even an inheritance that has already been subject to IHT.

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Keeping informed about IHT – basic facts about inheritance tax you should know

At the beginning of 2016, the number of UK families paying inheritance tax (IHT) was at a 35-year high, as rising house prices pushed the value of family assets above the tax threshold. What does this mean to you and your family?

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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