Inheritance Tax Useful Guides

Inheritance Tax Guides

We help families throughout the UK pass their wealth from one generation to the next. Our aim was to create a resource of guides, tools and faqs to help individuals interested in managing their wealth ensure as much of it can be passed to their loved ones as possible.

Other Recent Articles

Inheritance Tax on Gifts

Our 2019 guide to Gifts and Inheritance Tax. Find out how much you could be taxed and what you can do to avoid a big bill.  

Inheritance Tax and Trusts

Our 2019 guide to Inheritance Tax and Trusts in the UK. Find out how trusts work and whether you need one.  

How do gifts inter vivos work?

An explanation of how gift inter vivos insurance policies can be used to protect gifts/potentially exempt transfers (PETs) from inheritance tax liability  

The rules for IHT-exempt gifts

An expert guide to the rules for IHT exempt gifts in the UK and the best ways to make use of them  
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