Anglian Wealth Management, Partner Practice of St. James’s Place Wealth Management’s Post

An inheritance can be life-changing for those you leave money to. Starting the conversation now means you can feel part of your family’s future, even when you’re gone. You can reduce the amount of Inheritance Tax (IHT) payable with careful estate planning and tax-efficient gifting. We have listed the top 5 things you need to know about IHT in a handy guide online. Check out the link to this guide in the comments ⬇️ #FinancialPlanning #TaxPlanning

Planning for the future is essential, especially when it comes to managing your estate. Inheritance Tax (IHT) is complex and may be overlooked, but understanding how it works can save your loved ones from unnecessary stress and burden. Take the time to understand your options and make informed decisions: https://lnkd.in/dqvnjiqb #EstatePlanning #InheritanceTax #TaxTips

Five things you need to know about Inheritance Tax.   Starting the conversation of inheritance tax now, means you can feel part of your family’s future, even when you’re gone.   However, often money may not reach those you love, due to the amount of IHT payable on your assets. This article touches on five key areas to consider when it comes to IHT planning: https://lnkd.in/eX6N8x66   #InhertienceTaxPlanning #IHTPlanning #ProtectionPlanning #FinacialAdvice

Following on from my post back in February on the Inheritance Tax collected by HMRC in the first nine months of 2023 - https://lnkd.in/et9NY4vd - the prediction that we would see another record-breaking year come April 2024 was correct… Inheritance tax receipts in the United Kingdom amounted to approximately £7.5 billion in 2023/24, compared with £7.09 in the previous financial year 😮 Sourcing the right advice to clarify the intricate rules of Inheritance Tax for you and your family will help maximise the wealth you leave to your loved ones. Planning ahead is 🔑 #inheritancetax #planahead

Following on from our post back in February on the Inheritance Tax collected by HMRC in the first nine months of 2023 - https://lnkd.in/eQBUUv4m - we were correct in predicting that we would see another record-breaking year come April 2024... Inheritance tax receipts in the United Kingdom amounted to approximately £7.5 billion in 2023/24, compared with £7.09 in the previous financial year 😮 Sourcing the right advice to clarify the intricate rules of Inheritance Tax for you and your family will help maximise the wealth you leave to your loved ones. Planning ahead is 🔑 #iht #taxplanning

As we contemplate the legacy we leave for our loved ones, we envision passing down cherished memories and meaningful heirlooms. Yet, there's one aspect we strive to avoid: the weighty burden of Inheritance Tax. Often dubbed as 'Britain's most disliked tax', Inheritance Tax can cast a shadow over the legacy we wish to leave. Fortunately, there are steps we can take to alleviate this burden, such as making lifetime gifts. Download our free guide for a comprehensive understanding of Inheritance Tax – from what it entails to effective strategies for mitigation. Let's ensure that what we leave behind for our loved ones is not overshadowed by financial worries. Link in comments #InheritanceTax #EstatePlanning #TaxPlanning #WealthManagement #FinancialLegacy #Taxation #EstateTax #TaxStrategy #WealthTransfer #FinancialPlanning

Following on from our post back in February on the Inheritance Tax collected by HMRC in the first nine months of 2023 - https://lnkd.in/eKyN7h65 - we were correct in predicting that we would see another record-breaking year come April 2024... Inheritance tax receipts in the United Kingdom amounted to approximately £7.5 billion in 2023/24, compared with £7.09 in the previous financial year 😮 Sourcing the right advice to clarify the intricate rules of Inheritance Tax for you and your family will help maximise the wealth you leave to your loved ones. Planning ahead is 🔑 #iht #taxplanning

The Impact of Inheritance Tax on Family Businesses Family businesses form the backbone of many economies, providing employment, fostering innovation, and contributing significantly to local communities. In the UK, these enterprises face unique challenges, one of which is inheritance tax. Understanding the impact of this tax and exploring potential mitigation strategies is crucial for the sustainability of these vital enterprises. Click the link below to read more: https://lnkd.in/eUMCcZWP #iht #thewillcentre #newblog

Following on from our post back in February on the Inheritance Tax collected by HMRC in the first nine months of 2023 - https://lnkd.in/eAn7d_dY - we were correct in predicting that we would see another record-breaking year come April 2024... Inheritance tax receipts in the UK amounted to approximately £7.5 billion in 2023/24, compared with £7.09 in the previous financial year 😮 We can clarify the intricate rules of Inheritance Tax for you and your family and help maximise the wealth you leave to your loved ones. Start planning ahead ➡ https://lnkd.in/eQFkVmf6 #iht #taxplanning 

Following on from our post back in February on the Inheritance Tax collected by HMRC in the first nine months of 2023 - https://lnkd.in/eB3z_S6k - we were correct in predicting that we would see another record-breaking year come April 2024... Inheritance tax receipts in the United Kingdom amounted to approximately £7.5 billion in 2023/24, compared with £7.09 in the previous financial year 😮 Sourcing the right advice to clarify the intricate rules of Inheritance Tax for you and your family will help maximise the wealth you leave to your loved ones. Planning ahead is 🔑 #iht #taxplanning