Podcast – Inheritance Tax & Declarations of Trust

In this episode, Simon Garner discusses Inheritance Tax and Declarations of Trust. Simon will explain what Inheritance Tax is. He also describes how most estates don’t fall within the Inheritance Tax threshold because they can make use of certain exemptions and reliefs.

The Ray Family - Inheritance Tax

Graham and Aysha’s circumstances raise several important issues that should be discussed.  Apart from the obvious step of writing their  Wills, they should perhaps think about their inheritance tax planning to protect their assets as far as possible, as well as making lifetime gifts and creating a family trust that could avoid family disputes later.

"A big thank you from me too. You have guided us so well and have been so efficient. This had made a big difference to all."

A recent client