Supporting loved ones with inheritance tax planning

Date: 23 June 2021

Time: 10:00 GMT

Hosts: Carley Harrison, Louise Newton and Lloyd Batey

What we’ll discuss

  • The basics of inheritance tax, including the current thresholds available to each individual and married couples/civil partners.
  • What forms part of a person’s estate, and why it might be liable to inheritance tax
  • Six steps that could be taken to help reduce the impact of inheritance tax - from making a Will, gifting money and setting up trusts.

If you then have inheritance tax questions, you’ll be able to ask our experts during the session.

“As your parents get that little bit older, you’ll want to do everything you can to help them keep their finances in order. They’ve worked hard for the wealth they have today. And it’s great if they’ve been able to accumulate a strong legacy. But this might also mean their estate is liable to inheritance tax, and without some proper planning it could lead to an inheritance tax bill.

“This webinar is intended to provide you with some information on the steps that could be considered to reduce the amount of inheritance tax payable on an estate. So you could start a conversation with your parents about inheritance tax, with helpful information on how they could seek advice for themselves to reduce any liability they might have.”

Matt Leach, Head of Financial Advice

Some IHT planning solutions put your capital at risk so you may get back less than you invested. IHT thresholds depend on your individual circumstances and prevailing legislation, both may change in the future.

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