A Guide To INHERITANCE TAX - St James's Place

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Contents Inheritance Tax – some facts 3 Inheritance Tax – what it means to you 5 What to do about Inheritance Tax 7 Your Will 8 Using trusts 9 Gifting 10 Tax efficient funds 11 Pensions and life assurance 12 Summary 13 About <strong>St</strong>. James’s <strong>Place</strong> 14
Inheritance Tax – some facts Whether we like it or not the inescapable fact is that, one day, we are all going to die. And unless we are very careful our families could end up, like many people before them, paying a sum to Her Majesty’s Revenue and Customs (HMRC) in Inheritance Tax (IHT). There was a time when IHT was solely the concern of the very wealthy, however the value of residential property now means that this is no longer the case.
Page 1: A Guide to INHERITANCE TAX PARTNERS
Page 5 and 6: Inheritance Tax what it means to yo
Page 7 and 8: What to do about Inheritance Tax Th
Page 9 and 10: Using trusts A suitably worded trus
Page 11 and 12: Tax efficient funds The Alternative
Page 13 and 14: Summary It is better to do somethin
Page 15 and 16: We do not believe in off-the-shelf

A Guide To INHERITANCE TAX - St James's Place

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