Inheritance Tax Checklist

The inheritance tax checklist, created in partnership with Prudential, can help you gain more control over how much inheritance tax (IHT) your loved ones and beneficiaries have to pay.

Our latest research suggests around £550 million will be wasted in IHT this year as consumers fail to prepare properly. This is £20 million more than last year. 

The checklist can show you how and where your estate could be vulnerable to IHT, so you can start preparing the right questions to ask your financial adviser. An adviser can help you understand the full value of your estate, and how to make sure that your loved ones are properly taken care of.