Investment Week 'Tax-Efficient Group of the Year 2018'.
Disclaimer: We know inheritance tax can be a difficult subject for your clients to understand, so we have created this IHT calculator to provide you with an estimate on the tax that may be due on your client's estate. It has been designed for illustration purposes only and does not constitute investment, tax or legal advice. Please note, tax rules can be complicated and depend on the individual circumstances of each investor. Any IHT planning should be undertaken in conjunction with a suitably qualified adviser. Our IHT products are high risk and the value of an investment, and any income from it, can fall as well as rise. Investors may not get back the full amount they invest. Investments in unquoted companies or companies quoted on the Alternative Investment Market (AIM) are higher risk by nature and therefore may not be appropriate for everyone. Please note there is currently no option that accounts for mirror wills (where one member of the couple leaves their estate to other in the event of their death).
To learn more about the topic, please read our Guide to Inheritance Tax or alternatively you can telephone our adviser helpline on 020 7630 3319.
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