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Inheritance Tax
Tax
Business Relief

Your guide to Inheritance Tax and estate planning

A useful guide to share with your clients in order for them to better understand Inheritance Tax (IHT), who it applies to, and some of the solutions that are available when it comes to estate planning.

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30 min read
CPD Resource
Guide
Business Relief
Inheritance Tax
Tax

Your guide to Business Relief

A useful guide to share with your clients in order for them to better understand Business Relief (BR), why it was established, and how it can used as a form of estate planning to potentially reduce your Inheritance Tax bill.

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30 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax

BR basics series: Spousal Exemption

It is important to understand the Spousal Exemption in the context of Inheritance Tax (IHT) planning because it can impact when that planning is and is not needed.

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15 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax

BR basics series: The Nil Rate Band

It is important to understand the Nil Rate Band in the context of Inheritance Tax planning (IHT), because no IHT is payable unless an estate value exceeds this threshold.

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15 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax

BR basics series: The Residence Nil Rate Band

It is important to understand the Residence Nil Rate Band in the context of Inheritance Tax (IHT) planning because it can offer an additional estate value threshold to the standard Nil Rate Band, below which IHT is not payable.

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15 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax

BR basics series: Quick Succession Relief

It is important to understand Quick Succession Relief (QSR) in the context of Inheritance Tax (IHT) planning because it can offer additional IHT relief.

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15 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax

BR basics series: Qualifying holding periods and Replacement Relief

It is important to understand the qualifying holding periods in the context of IHT planning because this will determine qualification of Business Relief qualifying assets.

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15 min read
CPD Resource
Guide
Inheritance Tax
Tax
Business Relief

Inheritance Tax (IHT) glossary of terms UK

Explore our glossary of key Inheritance Tax (IHT) terms and definitions. Understand essential IHT terminology to navigate inheritance tax with confidence and ease.

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15 min read
CPD Resource
Guide
Inheritance Tax
Legislation
Tax
Business Relief

A comprehensive guide to Inheritance Tax allowances

A guide to IHT allowances and exemptions focusing specifically on the Nil-Rate Band and Residence Nil-Rate Band. As well as estate planning solutions such as Business Relief.

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15 min read
CPD Resource
Guide
Inheritance Tax
Business Relief
Tax
Gifting

Understanding Taper Relief: How Taper Relief interacts with gifting to minimise your IHT liability

This article explores how IHT Taper Relief works and how you can use gifts effectively to reduce your potential IHT liability.

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10 min read
CPD Resource
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