Inheritance Tax Seminar - Did You Knows?

Select a heading to find out more.

1. That you can avoid inheritance tax after just two years instead of the usual seven years? 

2. That if you have an insurance policy to pay your inheritance tax, you probably don’t need it?

3. That a Discounted Gift Trust can be a good idea - if it is set up properly. 

4. That every couple gets a £1m exemption.  Correct?  No – wrong.  Some couples will, but most will not.

5. That for £150 per month you can leave your children over £50,000 tax free?* 
     (Based on a 75 year old female in normal health for her age.) 

6. That there are 7 Inheritance Tax Exemptions and Allowances which can be very useful?

7. There is a very important misconception about the Taper Relief discount for Inheritance Tax?

8. As recently reported in the press many believe that they can transfer their house to their children and after 7 years that  there is no IHT?  Don’t get caught out by the Gift with Reservation of Benefit rule. 

9. That If you don’t update your Will you could lose a £70,000 Inheritance Tax break?

10. That a Gift of Hindsight can reduce your Inheritance Tax?

11. That you can give unlimited sums to your children free of Inheritance Tax and there is no 7 year time limit?

12. That If you invest in certain companies you can get truly tax free returns?

13. That you can use your pension pot to reduce or even avoid your Inheritance Tax?

14. That you can save up to £400,000 in inheritance tax?

15. That using an Equity Release product is a good way to reduce your Inheritance Tax?