How much of your hard-earned estate stands to be lost to inheritance tax before it reaches your beneficiaries? In this guide we’ll explain the ins and outs of how and what inheritance tax is charged on and the mechanisms available to you to minimise losses for those you choose to leave your wealth to.
Perhaps the greatest motivation of all of those that inspire us to work hard throughout our lifetimes is the impulse to provide for our families. Yes, personal comfort and security is usually what gives us that first impulse to accumulate wealth. But for many, if not most, as we mature, personal interest gives way to taking care for those closest to us.
In this guide, you will learn:
- Exactly how inheritance tax works.
- The different exemptions and reductions to the basic 40% rate that are available.
- Specialist investment vehicles that are inheritance tax free.
- and How you can best take advantage of those based on your own personal circumstances to structure your finances in a way that minimises the inheritance tax that your beneficiaries will miss out on.
This article is for information purposes only.
Please remember that financial investments may rise or fall and past performance does not guarantee future performance in respect of income or capital growth; you may not get back the amount you invested.
There is no obligation to purchase anything but, if you decide to do so, you are strongly advised to consult a professional adviser before making any investment decisions.