Our Inheritance Tax Checklist

Inheritance Tax - IHT - is one tax we never like to think about. But your family and other beneficiaries could lose a lot of money to the taxman if you don’t take the right steps now.

We all know there here’s no escaping death or taxes – but by understanding what is involved in IHT and some forward planning, it’s possible to make the latter a little less of a nightmare for those we leave behind.

Save For Your Dreams with the Tax Man

We all have our own priorities when it comes to finance and the goals we want to achieve. We may wish to do home improvements, buy a car or put a deposit on a new home. You may even want to consider investing in a new business or simply go traveling.
Achieving your goals
Whatever your dreams, you will need to think about your current finances will fund them, taking into account your attitude to risk and tax efficiency.