Securing your wealth for future generations

A guide to inheritance tax, wealth legacy & succession planning

"It's important to us that our savers, who have worked hard to accumulate their wealth, receive the right advice to ensure that their family benefit and not the taxman after they have gone"

People often assume that Inheritance Tax (IHT) only applies to the very rich, but rising house prices mean that thousands more people every year become liable for this tax.

According to latest HM Revenue & Customs (HMRC) data, record IHT receipts of £5.4 billion were collected in the 2018/19 tax year. The good news is that there are plenty of things all of us can do to keep any potential IHT bills to a minimum.

To help, our sister company The Private Office, has produced this free guide, designed to explain the range of allowances available to keep any IHT liability to a minimum, including making gifts every year - so it’s worth planning today to save more for tomorrow.

Plan to pass on more to your loved ones

What's included

Written by experts

Understand your potential IHT liability

From the basic IHT facts, to options for protecting your legacy and where to start - this guide includes all the key information you need to consider

Don't assume your estate will be worth less than the current threshold, ensure you know the total value of your estate

The Private Office was recently named one of thewealthnet's Top 25 Financial Planning Companies 2017

Call us on 0800 321 3581 if you have any questions

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Anna Bowes


© Savings Champion

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