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A guide to inheritance tax planning

Views & insights

Learn more about estate planning, and how writing a will, lifetime gifting and managing your IHT liability can help you and your loved ones in our comprehensive guide.

Download

In this guide we explain:

  • Why careful planning can help you manage inheritance tax,
  • How you can leave a tax-efficient legacy, and
  • How lifetime gifting can help you. 

Download our guide to inheritance tax planning

Every successful financial plan starts with understanding you: your commitments, your ambitions and your aspirations. Our essential guides use research and expert analysis to give you the tools to start a conversation around the right choices for you and your family.

The value of investments and any income from them can fall and you may get back less than you invested.