A guide to inheritance tax
A great starting point for anyone worried about their inheritance tax liability. Our simple guide, which explains some of rules about inheritance tax and the estate planning ideas to consider, is designed specifically to help you walk your clients through their options. We want to make the subject of inheritance tax more accessible for the everyday investor. Our guide can help people take the initiative.Download our guide to inheritance tax
Residence nil-rate band calculator
The Government introduced a new allowance – the residence nil rate band (RNRB) – in response to the fact that increases in property values had taken more and more people over the £325,000 threshold at which inheritance tax becomes payable. But the RNRB won’t necessarily benefit your clients. Guide them through the RNRB’s impact on their estate’s liability with our simple online calculator.Assess the benefit of the RNRB for your client
A tax adviser will be able to take your client’s personal circumstances into account and give up to date advice based on the legislation in place at the time.