Don?t get too excited! We haven’t made this up.
For deaths occurring after 06/04/2012 where an individual has left 10% or more of his/her net estate to charity, if IHT is still due on the balance, it will be charged at 36% instead of 40%.
What can you do about it?
Let us talk you through the options. This is a complex issue so we will need to assess your personal situation very carefully to make sure you get the right advice.
Contact us now to arrange an initial discussion.