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Reduce Inheritance Tax Guide

About this guide

Inheritance Tax (IHT) is a tax payable to Her Majesty’s Revenue and Customs (HMRC) on money, property or possessions that are passed on when you die. This guide is designed to help you understand a bit more about IHT and bring to light possible ways of reducing how much IHT your beneficiaries will need to pay. If you are unsure about anything or would like some help putting these actions in place, then call Henry Spain Investment Services on 01858 898023 (Market Harborough) or 01572 897510 (Oakham).
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The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your initial investment.

 
Before contemplating any investment, you should consider whether you require any advice from a financial adviser which we would be happy to provide. Tax benefits and allowances described above are based on current legislation and HM Revenue & Customs practice and depend on personal circumstances. These may change from time to time and are not guaranteed.

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Henry Spain is authorised and regulated by the Financial Conduct Authority.

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Registered Office: 49 High Street, Market Harborough, Leicestershire, LE16 7AF

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