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1 January 2018

5 min read

Guide: Inheritance Tax & Estate Planning

This guide explains how estate planning can provide for – and in most cases reduce – the amount of inheritance tax that is ultimately due on your estate.

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Protecting family wealth - top 10 tips for saving inheritance tax.

It’s impossible to predict what the exact value of your estate will be. However, it’s worth taking the time to understand the overall position your family will be in, and planning ahead to minimise the amount of tax due.

Our top 10 tips for protecting family wealth cover:

How much can you leave tax-free?
Making an IHT plan
Writing a will
Options for your pension
Gifts and exemptions
Trusts
Buying company shares
Donating to charity
Taking out insurance
Equity release

If you’d like to work out whether you’ll be affected by IHT, download our guide below.

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