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Cardiff CF14 3JP

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Optima Accountants Limited

TAX ADVICE & COMPLIANCE

Inheritance Tax (IHT)

Inheritance tax or IHT is the tax applicable to inheritance over a certain value set by HMRC at the time. Rising values of properties in UK have implications for the inheritance tax. IHT is payable by the estate of the tax payer and it is based on aggregate value of all kinds of assets in the estate including property, money, proceeds from insurance at the death time.

Optima accountants are experienced in Inheritance tax planning and understand that inheritance planning in good time can help your loved ones preserve family assets Without taking action in advance individuals may come faced with IHT bill in tens of thousands depending on the value of your estate. Currently IHT is charged at the 40% on current lifetime exemption of £325k however this increases to £650k if in a civil partnership or married.

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