18/09/2026
Could better planning reduce the amount of Inheritance Tax your family eventually has to pay?
There are a number of allowances, exemptions and planning options that can potentially reduce an IHT liability. But deciding which are appropriate depends on much more than the potential tax saving.
Your own financial security, your family's circumstances, the assets you hold and what you want to happen to them all need to be considered. Making gifts can also have implications for other taxes, so it's important to look at the whole picture before making decisions.
There can be scope for substantial savings with the right planning.
If you'd like to understand your potential Inheritance Tax position and the options available to you, we can help you develop a strategy tailored to your circumstances.