This site is for financial advisers only, Click here for the consumer site.
Inheritance Tax – Knowledge Direct
The order of gifting and 14 Year rule: Quick reference guide
Normal expenditure out of income - Quick reference guide
A simple view for order of gifting with PET’s and CLT’s during lifetime and the impact upon death
Absolute or discretionary trust and IHT
14-year rule when making gifts
Making gifts – order of gifting
Inheritance Tax (IHT) planning - using your tax allowances
Regular premium policies and exemptions
UK IHT gifts – exemptions and reliefs
Financial Adviser Verification
THIS WEBSITE IS FOR FINANCIAL ADVISERS ONLY
The content of this site is approved for use by financial advisers only. It hasn't been approved for customers to view.
If you are NOT a financial adviser, please click here to return to Old Mutual Wealth's homepage.