IHT gifting – a reminder

With gifting back in the spotlight – how can it help you reduce IHT? It prompts a review of how you intend to pass on wealth
Lifetime gifting can help reduce the value of your estate for IHT purposes Gifts should be carefully considered as they may not be reversible Professional advice can help ensure gifting aligns with your long-term goals

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What’s changing and when

Tune into these changes now to make sure you and your loved ones are informed ahead of time...

What do you need to be thinking about now?

There’s still time to plan the right strategy for you, there are options, the sooner you start the better...

How could the changes affect you and your family?

Individuals with large pension pots and those using their pension as part of their estate planning can think about their strategy...