Inheritance Tax

Our employees are able to work remotely so that they can follow social distancing rules while continuing to advise clients and manage portfolios. To help us during these unusual times, wherever possible please avoid sending post to our offices – instead, please use email or phone, or secure messaging available via My Tilney.

In this guide we explain what Inheritance Tax is, who pays it and when it is paid. We also look at several ways to manage or reduce an Inheritance Tax bill, from using your various allowances to making gifts and setting up life insurance to cover the bill.

In this guide:

What Inheritance Tax is and the allowances and rules surrounding it
How to find out if you will leave behind a tax bill
How you can reduce and manage an Inheritance Tax bill

Download your free guide

* required fields

I have investments of:

Would you like to talk to an adviser?

Yes
No

Please choose a time and date below

By ticking this box, I understand I will receive the latest insights and events from Tilney and its wider Group by email.

You can unsubscribe or choose what to receive from us at any time. See how we use and secure your personal information in our privacy notice.

I would also like to stay informed by phone.

I would also like to stay informed by post.

In this guide:

Speak to us