How to mitigate ballooning IHT bills
- On May 28, 2021
- By GrowthInvest Marketing
With the increase in housing wealth over the past 20 years, many people are set to inherit a lot of money and be saddled with big inheritance tax bills.
While financial advisers are undoubtedly one of the best-qualified professions to help clients navigate the complexities of trusts, gifts and intergenerational planning, HM Revenue & Customs IHT receipts show some families are simply not seeking advice for their and future generations’ costs, according to Prudential’s Wealth Unlocked report.
And although the pandemic has stimulated the need for advice, the number of those adopting wealth transfer strategies remain low.
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