Download Your FREE Guide to Inheritance Tax

What’s in this e-Guide?

  • How inheritance tax is calculated and who’s liable
  • The new main residence allowance that comes into force in April 2017
  • How your IHT allowances can be passed on to others
  • Why pensions have become one of the most useful tools for combating IHT
  • The rules for using gifts to reduce the size of your estate
  • How whole of life insurance can be used to pre-fund your IHT bill or to protect your loved ones from an expected bill once you’re gone
  • Investing in IHT-exempt assets
  • Making use of trusts.

With inheritance tax charged at 40% on all the assets in your estate above the current nil-rate band of £325,000, a great many UK families will be faced with a painful tax bill if they don’t take action today.

Peter Banks
Wealth & Investments Specialist at Drewberry

Download Free e-Guide
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If you are unhappy with our service, we have a complaints procedure, details of which are available upon request. If you are unhappy with how your complaint has been dealt with, you may be able to refer your complaint to the Financial Ombudsman Service (FOS). The FOS website is www.financial-ombudsman.org.uk.

Drewberry Ltd is registered in England and Wales. Companies House No. 06675912

Drewberry Ltd registered office: Telecom House, Preston Road, Brighton, England, BN1 6AF. Telephone 0208 432 7333

Drewberry Ltd (Financial Conduct Authority No. 505473) is an Appointed Representative of Quilter Wealth Limited and Quilter Mortgage Planning

Limited, which are authorised and regulated by the Financial Conduct Authority.

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