Inheritance Tax (IHT) –
Could Your Beneficiaries Be Affected?
Inheritance Tax Receipts reach £7.1 billion from April 2022 to March 2023, up £1 billion year-on-year.1
For most clients, their home is most likely to be their biggest asset, particularly after taking into account their other investments. As house prices rise, more clients will find themselves above the IHT threshold and at risk of an IHT liability.
One tax-efficient strategy is to invest capital into IHT investment portfolios that qualify for Business Relief (BR). Crucially, clients do not need to own a business to benefit.
Help your clients understand if their beneficiaries could be affected by IHT:
Don’t invest unless you’re prepared to lose all the money you invest. This is a high risk investment and you are unlikely to be protected if something goes wrong.
Take 2 mins to learn more
1 https://ifamagazine.com/article/hmrc-inheritance-tax-receipts-reach-7-1-billion-from-april-2022-to-march-2023-up-1-billion-year-on-year/
1350-1360 Montpellier Court, Gloucester Business Park, Gloucester, GL3 4AH
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