This tax is now affecting more and more people each year and many of these people are not aware that on their death their family could have a large tax bill to pay.  The main reason why more people have an Inheritance Tax liability is due to the boom in property prices over recent years.

On death, everyone has an allowance before Inheritance Tax is payable and advice should be sought to maximise the use of this benefit.

The changes to the rules for Inheritance Tax in the 2008 budget will have helped many people, but we would suggest that you should seek advice in this area of planning to be sure you are using all the available allowances.

We provide advice to our clients on how to use the tax efficient savings products available (regular savings or lump sum investments).