More clients need your advice to protect their wealth from IHT
As you’re aware, inheritance tax (IHT) is no longer just a concern for the wealthy and affects many ordinary families. When pension wealth is included in IHT from 6 April 2027, even more clients will need your advice.
We’re here to support you with technical guidance, opportunities, and solutions to protect your clients’ wealth.
Let us tell you more about IHT and why it matters.
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IHT allowances are frozen until 2030.
House prices have risen significantly.
From 6 April 2027 pensions will be caught in the IHT net.
IHT planning is a great way for you to highlight the value of your advice
Any IHT saving can be tangibly demonstrated, and the figures are usually significant.
Why not share our useful IHT guide with your clients? It can help them understand the benefit of your advice with information on gifting and trusts.
Benefit from our expert insight and tools
Lifetime gifting
Lifetime gifting a great way to reduce the value of an estate and therefore the amount of IHT payable on death. When your clients make a gift to a loved one, your clients will usually need to survive a period of seven years for the IHT saving to apply. Using the IHT exemptions, the IHT saving is immediate.
Excess income
Join the many advisers now using this IHT exemption in their planning. Previously under-used, it’s an advice area which is gathering interest rapidly. Gifts made using this exemption can be immediate and limitless, so it’s a clear way to demonstrate the value of your advice.
Get in touch with your Quilter consultant
Our consultants are here to help you maximise this opportunity and find the best solutions for your clients. Contact us today to learn more about how you can easily optimise tax-efficiency for your clients and demonstrate your expertise in your ongoing advice.