Inheritance Tax (IHT)

Inheritance tax (IHT) is charged on an estate after a person’s death. It’s currently charged at 40% on amounts above the IHT threshold, which can change every year. A person's estate includes the total of everything owned, less any liabilities at the time of their death. If this amount is less than the threshold, no IHT is payable.

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Top award at New Model Adviser Awards

We are delighted to announce we have won the New Model Adviser Award for Scotland & NI 2019, for the third consecutive year.

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