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As we’ve said before, the money raised from Inheritance Tax (IHT) reached a record high of £5.2bn last financial year – significantly more than double the £2.3bn raised in 2019/10.

The increase has mainly been due to rising property prices and frozen tax thresholds but alarmingly, is also a result of many families lack of Estate Planning. This is despite the fact that a lot of people who we speak to describe IHT as ‘unjust’.

Download our Case Study to find out how we helped our client Mrs D save over £400,000 Inheritance Tax – even though she didn’t get in touch with us until age 90!

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The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk