Inheritance Tax Strategy

Inheritance tax planning is rarely straightforward, and the right strategy looks different for every family.

In this video, Peter Ditchburn takes an in-depth look at what a robust inheritance tax strategy actually involves, from understanding your nil rate bands and available allowances to lifetime gifting, trust planning, and the strategies that can prevent your tax liability from growing exponentially over time.

Peter covers why reducing the value of your estate is almost always more effective than trying to mitigate the tax itself, how married couples can make the most of their combined allowances, and why the timing of any planning decisions matters more than most people realise.

He also addresses what happens when planning does not work, why aggressive tax avoidance schemes carry serious risks, and why a textbook approach using tried and tested strategies will almost always deliver better outcomes for your family in the long run.

Whether you are just starting to think about inheritance tax or are looking to review an existing plan, this video offers a thorough and honest overview of the options available and what to consider before making any decisions.