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...

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