Inheritance Tax

We offer our clients several trusts to reduce the Inheritance Tax bill on your Estate. One is the IOU Discretionary Will Trust, which is a product that allows you to take maximum benefit of the tax-free allowances already available to you. The other is the Business Property Relief Trust which enables you to fully protect your business assets and AIM share portfolio from Inheritance Tax.

Note, however, that from October 2007 new rules have been introduced relating to the Transferable Nil Rate Band for married couples and civiil partners. There are still many reasons for drafting tax-efficient Wills using trusts despite this concession and these are discussed via the preceding link.

Please click on the links above for further information on these.