A guide to Inheritance Tax

The free Inheritance Tax and Estate Planning guide from Newcastle Financial Advisers will help you protect what’s important to you.


The guide covers Inheritance Tax, gifting, Wills and intestacy, trusts and tax efficient investments.

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Many people think Inheritance Tax will never apply to them, yet in 2015/2016 tax year HM Revenue & Customs collected nearly £4.7bn from thousands of families.*

Even if you still think Inheritance Tax may never apply to you, there are other aspects of estate planning that could affect all of us.

Leaving a legacy for your loved ones may not happen in the way you want it to without proper planning. When you die, you want to ensure they receive what you want them to as swiftly as possible. Good planning can help ensure this happens. 

So, whether you're looking for ways to reduce a possible Inheritance Tax bill, or looking to make sure the ones you love benefit from all your hard work over the years, the free Inheritance Tax and Estate Planning guide could help you.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

*HM Revenue & Customs, Inheritance Tax Statistics, July 2016

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