Estate planning products and services
From your clients’ point of view, estate planning can seem complicated. But we’re here to help you prepare a plan of action.
Here you’ll find some helpful resources, including our popular guide to inheritance tax . You’ll also find an overview of our inheritance tax products.
We’re the UK’s largest manager of investments that qualify for Business Property Relief (BPR) *. Once BPR-qualifying shares have been owned for at least two years, they can be passed on free from inheritance tax upon the death of the shareholder.
* Source: Tax Efficient Review, April 2017
Some risks to keep in mind
Client-specific circumstances may result in different levels of inheritance tax being due and legislation may change in the future. Tax reliefs depend on the portfolio companies maintaining their qualifying status. Also be aware that our estate planning solutions will place your clients’ capital at risk, so they need to be aware they could get back less than their original investment.
Make sure you read the ‘What are the risks?’ section on the product pages.
Inheritance tax tools
Inheritance tax is a complicated topic, so we’ve designed some tools to help you understand some of the key areas as an easy to use starting point to providing advice for your client.
Residence nil-rate band calculator To help people make sense of their inheritance tax situation.
Gifting calculator To show the impact that gifting could have on the value of an estate.
A guide to inheritance tax Designed for you, so you can walk your clients through their options.