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Guide to Inheritance Tax Planning

Inheritance Tax (IHT) is charged by Her Majesty’s Revenue & Customs (HMRC) on the wealth you have accumulated during your lifetime and wish to pass on, or transfer to your family or other beneficiaries. IHT is a significant and growing issue, with £4.9 bn paid in 2016/17 (source: HM Revenue & Customs).

In this guide we cover some of the common ways in which a liability to Inheritance Tax may potentially be reduced in a way that suits your future financial goals and objectives.

A printed copy of this guide is available on request.

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Inheritance Tax (IHT) is charged by Her Majesty’s Revenue & Customs (HMRC) on the wealth you have accumulated during your lifetime and wish to pass on, or transfer to your family or other beneficiaries. IHT is a significant and growing issue, with £4.9 bn paid in 2016/17 (source: HM Revenue & Customs).

In this guide we cover some of the common ways in which a liability to Inheritance Tax may potentially be reduced in a way that suits your future financial goals and objectives.