Scottish Equitable International (SEI) has produced an inheritance tax (IHT) planning kit for interm...
Scottish Equitable International (SEI) has produced an inheritance tax (IHT) planning kit for intermediaries to use with their clients. By 2009 the group estimates that 3.6 million people will be potentially liable to IHT, up from 2.1 million in 2002. The packs, designed to make the IHT planning process simpler, consist of a series of stages which advisers can run through to establish if their clients have a potential IHT problem. The packs can then be used to develop a trust solution to meet each client's circumstances. The first stage highlights if a client's estate is in excess of t...
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