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Estate Planning

Over the years, in real terms, the IHT thresholds have steadily fallen. This means more and more people will be impacted and IHT planning is no longer just a worry for the very wealthy. There are various tools and strategies that can be used to try and mitigate any potential tax liability, such as; 

  • Investments Trusts
  • Investment Bonds
  • Lifetime Gifts
  • Whole of Life Polices
  • Effective use of annual allowances 

Its vital to think a long way ahead, as some aspects of IHT planning can take a long time to take effect and making decision too late can vastly reduce the options available to you.*


*Estate Planning and Inheritance Tax advice is not regulated by the Financial Conduct Authority.