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Inheritance Tax, Estate Planning & Probate Webinar

Our tax experts provide an overview of the Inheritance Tax (IHT) system and simple steps you can take to save tax and manage your estate efficiently for the future. Watch the recording here!

28 March 2023

In this 45-minute webinar, our tax experts provide an overview of the Inheritance Tax (IHT) system and the simple steps you can take to save tax and manage your estate efficiently for the future.


Watch the webinar recording by clicking below.

A summary of the key points covered by our experts include:

  • 02:00 An overview of IHT
  • 11:34 How to make full use of exemptions
  • 14:55 Giving assets away
  • 19:34 Wills and Intestacy
  • 25:31 Can the estate pay IHT?
  • 28:46 Common practical issues with probate
  • 31:12 Final considerations
  • 38:36 Q&A

 

Further information

Bishop Fleming’s Estate and Probate team are well equipped to review your personal circumstances, provide you with an estimate of your exposure to inheritance tax and provide advice on mitigating that exposure.

You can find more information on our Estate Planning and Probate Services here.

If you would like to discuss how taxation of the family can impact your decisions, please contact a member of our Estate Planning and Probate team who will be pleased to talk to you.
 

Key contacts

Alex Robins

Tax Partner and Head of Estate Planning and Probate

0117 9100259

Email Alex

Olivia Down

Tax Director

01392 448859

Email Olivia

Rebecca Hawkins

Senior Tax Manager

01392 448847

Email Rebecca

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