‘If my house is going to be subject to Inheritance Tax anyway, why not gift it to my children now and take it out of the estate?’ This is one of the most misunderstood and poorly executed estate planning strategies. In this video, we walk you through the main pitfalls, explain when this approach does and doesn’t work for Inheritance Tax planning, and highlight the risks, including the loss of control, that are often overlooked and could cost you far more than you expect.
For an in-depth analysis of all the most important developments in the world of investing, look no further than our commentary documents, prepared by our expert team.
One of our goals is to make the complicated simple. In our videos, released at least once a quarter, we break down key investment topics and reveal the practical takeaways you need to know.
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