Kim Jarvis: Top three adviser IHT queries - and how to address them

Office of Tax Simplification review

clock • 4 min read

With IHT frequently topping the list of advisers' concerns, Kim Jarvis has analysed the most common questions she receives in order to offer a top three of adviser IHT queries - and responses

Inheritance tax (IHT) has of late become a hot topic for advisers - no doubt fuelled by last year's review from the Office of Tax Simplification and the updates expected with every Budget announcement from the Chancellor. At the same time, though, it seems as if the review has added to the confusion around a couple of key issues concerning IHT. Canada Life's ican Technical Services Team answers thousands of queries every year on all sorts of topics of vital importance to advisers. With IHT frequently topping the list of advisers' concerns, we have analysed the most common questions we re...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Tax planning

How advisers should approach inheritance planning with clients

How advisers should approach inheritance planning with clients

Crucial for clients to discuss inheritance plans with their adviser

Stuart Ritchie
clock 22 November 2024 • 4 min read
Risk v reward: Applying to 'set aside' final orders in divorce

Risk v reward: Applying to 'set aside' final orders in divorce

Applications to set aside final orders are complex

Claire Andrews
clock 21 November 2024 • 5 min read
Personal representatives and IHT filing following the Budget

Personal representatives and IHT filing following the Budget

'The process of dealing with IHT papers can be onerous'

Blair Gould
clock 21 November 2024 • 4 min read