With a government report suggesting just 1% of 'gifters' are primarily motivated by tax-planning concerns, Neil MacGillivray argues there is plenty of opportunity for advisers to encourage clients to think about IHT
HMRC's recent study, entitled Lifetime gifting: reliefs, exemptions, and behaviours, set out to explore peoples' awareness of inheritance tax (IHT) rules and exemptions and to what extent these factors...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'