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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