From April 2027, pension funds and death benefits will be included in your estate for IHT purposes. Here's what you need to do.
Business Property Relief is designed to reduce the value of gifts of Relevant Business Property made during a person’s lifetime or on death.
The 7-Year Rule ensures that no Inheritance Tax is due on any gifts you give providing that you live for 7 years after giving them.
Business probate valuations are a formal assessment of a company’s worth at the time of an owner's death. They are crucial for IHT.
Unit 13E
92 Burton Road
Neepsend
Sheffield
S3 8BX
United Kingdom
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