Mitigating 'voluntary' inheritance tax


Stellar's Jonathan Gain explains how trading companies can help your clients find flexibility and asset control in their IHT planning.

No other tax appears to stir the emotions more than Inheritance Tax or IHT. IHT is a tax on the assets you leave behind when you die; the issue is that these assets have been funded from post tax earnings and therefore IHT is a double tax charge. For most people in the UK, IHT is not given great consideration principally because of the belief that it only affected the rich. However, rising property values mean that many issues being faced by families today are a direct result of being dragged into the IHT net by stealth means. IHT is levied on those estates in excess of £325,000 at...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Inheritance Tax

Steven Levin of Quilter Investors

For the sake of future generations pensions must be invested correctly

Important wealth managers and financial advisers talk to clients

Steven Levin
clock 27 January 2022 • 4 min read
Chancellor Rishi Sunak ordered the review into CGT in July. Photo: Andrew Parsons/Number 10/Flickr CC BY-NC-ND 2.0

Investors on 'high alert' as OTS proposals could triple population subject to CGT

Current GTS rates may double in line with income taxation

Mike Sheen
clock 12 November 2020 •
HMRC set out the principles for taxing trusts and sought views on reform in line with them

Government urged to simplify trust tax system

Recommendations from HMRC review

Jayna Rana
clock 11 March 2019 •