The UK is poised to experience one of the largest intergenerational wealth transfers in history. Over the next two decades, an estimated £5.5 trillion is set to pass from Baby Boomers to Millennials and Gen Z – who are increasingly seeking financial advice to navigate the complexities of inheritance tax and estate planning to effectively preserve this wealth.
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Take some time to plan for what happens after you pass away – we have a created the Legacy Planner, an easy to complete document which serves as your comprehensive financial and estate inventory.
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You have more control over the Inheritance Tax your family pays than you might think, but each option to mitigate the levy has to be carefully weighed in the balance.
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Now might be an advantageous time to utilise lifetime gifting to reduce Inheritance Tax liabilities, but there is also a broader tax picture to take account of too.
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