Estate planning and Inheritance Tax

Protecting your wealth for future generations

File size: 523KB

There is no ‘silver bullet’ when it comes to Inheritance Tax planning. The best approach is often a combination of strategies designed to protect your family’s wealth for future generations. This guide explains the available options and shows you how to get started with estate planning.

In this guide:

  • What Inheritance Tax is and who pays it
  • The rules around making financial gifts to others
  • The different options available for protecting your family’s wealth.

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