Inheritance Tax Planning Guidance
Mitigating IHT Liabilities Effectively
- 7-year rule planning - Timing potentially exempt transfers (PETs) with taper relief calculations
- Trust utilisation - Structuring discretionary/family trusts to ensure wishes are met while maximising tax efficiency
- Agricultural property relief - 100% relief on qualifying farmland (occupation/ownership tests)
- Pension nomination planning - Keeping SIPPs/SSASs outside estates via expression of wishes
- Charitable giving strategies - Achieving 36% IHT rate reduction via 10% legacy rules
- Regular premium insurance - Whole-of-life policies written in trust (non-estate assets)
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