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Inheritance Tax: Key Strategies And Insights Explained

 

A comprehensive guide packed with everything you need to know about inheritance tax.

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Brand New Tax Saving Report : Released on Tuesday 14th January.

Save 20% with early bird discount today.

Inheritance Tax: Key Strategies And Insights Explained

This guide is designed with practitioners in mind to provide an overview of inheritance tax, explaining what it is, how it works, and exploring various scenarios related to its application.

What’s in the report?

  • A walk through the inheritance tax forest
  • The basics: What you need to know
  • Effective use of exemptions and reliefs
  • The RNRB: Not as available as often thought
  • Reservation of benefit: Can it be avoided?
  • Reservation of benefit and the family home: Co- ownership
  • Lifetime trusts and their use in IHT planning for minors, including bare trusts
  • Life insurance, loan trusts and single premium bonds
  • The effective use of wills in IHT planning
  • Post-death planning: Disclaimers, deeds of variation, discretionary will trusts and deathbed gifts

Who will Benefit?

Anyone wanting to better understand the planned IHT changes from the October 2024 Budget will benefit from this report.

This includes accounting and tax practices too.