Inheritance tax (IHT) planning isn’t just for the wealthy. Without realising it, many people may pass on something they didn’t want to – a large tax bill. But with some careful planning, you can reduce, or even remove, this possibility.
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.
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How we can help
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.
IHT planning options
If you realise you’ve got a potential IHT liability, you’ll want to know what IHT planning options you have.
Why choose AEGON?
We combine an in-depth understanding of the UK investments industry with the financial stability of an internationally renowned company.
Next steps
If you would like more information you should talk to a financial adviser.
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