IHT Guide

Investor Guide to Reducing Inheritance Tax

For individuals with an estate exceeding the inheritance tax (IHT) nil-rate band (£325,000) and who are keen to explore tax efficient methods to protect their assets and pass on more wealth to loved ones, this guide can help you understand how to craft a sophisticated IHT planning strategy and minimise the IHT liabilities your estate incurs.

For mitigating IHT, the following tax-efficient investment routes can be particularly useful, and are all explored in the guide:

  • Companies qualifying for Business Property Relief (BPR) 
  • AIM ISAs
  • EIS- and SEIS-eligible businesses

Estates can benefit from significant IHT reductions when used alongside a number of other IHT-planning strategies explained in this guide, including:

  • Creating a will, to ensure you do not pass away 'intestate'
  • Utilising gifting allowances and nil-rate bands
  • Establishing a trust
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