Inheritance Tax Planning can be complex and I certainly did not have a clue about many of the aspects as are clear from the early questions Simon asks me in this episode but Simon and Andrew have a knack of making complex subjects simple to understand and this is no different.
As part of our tax series we give an overview of Inheritance Tax Planning which includes;
Transfers of Value
Main exemptions
Lifetime transfers
Gifts with reservation of benefit
Lifetime exemptions
Business property
Planning tips
and lots more.
Simon also mentions an article he wrote which can be found here https://www.linkedin.com/pulse/can-i-save-inheritance-tax-giving-shares-my-company-ata-afa-mipa/?trackingId=j%2BC9HUCpTR%2BR1puNUUaKzA%3D%3D
If you haven't already listened to the episode on Section 24 mitigation and estate planning then its definitely worth giving that a listen on episode 22.
For more info on anything tax related you can contact Simon and Andrew by emailing itp@bellhowley.com
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