Home > Inheritance tax planning

• Inheritance tax planning
• Calculate your potential IHT liability
  
• How IHT works
• IHT planning options
• Trust range

Without proper inheritance tax (IHT) planning, your wealth may not pass to who you want it to and may be reduced by a large tax bill. The good news is there are lots of different options available to help you.

Calculate your potential IHT liability

The first thing to do is to work out how much you're worth, as even an educated guess might fall well short of the actual amount. Once you've done that, you can see how much of an IHT liability you might have. Our IHT calculator will work all this out for you.

How IHT works

IHT may be payable to the government on the value of an estate when someone dies. It usually has to be paid first, before anything else gets distributed out. We give you more information, including how much it is and how it's calculated, here.

IHT planning options

If you realise you've got a potential IHT liability, you'll want to know what IHT planning options you have. We give you more information on some of the key options available here.

Trust range

Using a bond in the appropriate trust is a very effective way of IHT planning. We have a full range of trusts that means you can find the one that best suits your needs. Take a look at the different trusts we have by visiting our literature library.

All references are to UK inheritance tax, which is generally only applicable to UK domiciled individuals.