Passing wealth on to the next generation can be one of the biggest family decisions made in life – and it is important to ensure that this is done appropriately.
Inheritance tax is a 40% liability on all assets included in your estate on the second death in a spousal couple. There are however strategies to mitigate against it with careful planning. Watch our video with Wealth Planner Charles Barrlow as he discusses the key points to be aware of.
The information provided is of a general nature and is not a substitute for specific advice with regard to your own circumstances. You are recommended to obtain specific advice from a qualified professional before you take any action or refrain from action.
