You can now catch up on our ‘Making sure your wealth goes to the ones you love’ webinar.
The video explains how inheritance tax may impact your loved ones… and what you can do about it.
With the help of our panel of experts we look at why freezing the current IHT threshold of £325,000 until 2025/26 is making inheritance tax a growing issue, and how with some astute planning, it’s possible to both ethically and responsibly reduce, or mitigate, the impact of IHT, meaning that more of the wealth you’ve worked hard to accumulate is passed to the people who you think deserve it most.
The value of pensions and investments can fall as well as rise. You may get back less than you invested.
Tax treatment varies according to individual circumstances and is subject to change.
Inheritance Tax Planning, Wills and trusts are not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for this aspect of our business.
Citrus Financial Management Limited is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England & Wales No 04618393.
Registered Address: 2nd Floor, Watermill House, Chevening Road, Chipstead, Sevenoaks, Kent TN13 2RY.
Octopus Investments Limited, is authorised and regulated by the Financial Conduct Authority.
Registered office: 33 Holborn, London EC1N 2HT. Registered in England and Wales No. 03942880.
The Quilter Financial Planning network is not responsible for this area of advice.