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Complimentary wealth planning guide

There are lots of strategies wealth managers and lawyers can advise you on to help minimise IHT, particularly as regards leaving and inheriting property. Some are well known and relatively simple, but others require more expertise.

We have partnered with national law firm Weightmans to outline essential steps to take both before and after inheriting property. In this practical guide to IHT planning, you will learn about:

  • Key IHT exemptions and reliefs
  • Making a will and estate planning
  • How to use trusts
  • The applications of Family Investment Companies