IHT & Tax Planning Help Guides

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IHT & Tax Planning Help Guides

We have put together a few help guides that explain various parts of Inheritance Tax Planning (IHT) and General Tax Planning, these guides should only be used as a reference and are solely for information purposes only. We have tried to make them as accurate as possible based on our understanding of current regulations and tax allowances. However Adviser Index always recommends seeking advice from professionals such as Financial Advisers, Solicitors and Accountants for advice on personal circumstances.

Planning ahead for when you die allows you to set out clearly who should get what from your estate. Also, you can maximise Inheritance Tax reliefs and exemptions if your estate might be worth more than the Inheritance Tax threshold. The threshold is £325,000 and will remain so until 2014-15.

Our Current Help Guides:

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