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(INHERITANCE TAX)

If the value of your estate is you are on your own exceeds £325,000 from April 2009, we will require to discuss potential IHT planning. If your estate including any assets held in trust and gifts made within seven years of death is more than the threshold, inheritance tax will be due at 40% on the amount over the nil rate band.

If you are a married couple as from 9 October 2007, spouses and civil partners are able to transfer their nil rate band allowance. IHT may not therefore be such an issue.

You should however clarify matters with the party preparing your Will if you are uncertain about IHT in respect of your estate.

Regardless of the size of your estate it would be beneficial if you could provide brief details here.

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