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Personal finance

A financial adviser’s guide on inheritance tax and gifting

Our adviser takes you through inheritance tax and how to leave the most for your beneficiaries.

Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

This article is more than 6 months old

It was correct at the time of publishing. Our views and any references to tax, investment, and pension rules may have changed since then.

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Written by
Hugh Breach
Hugh Breach
Financial Planner

Hugh's role is to help clients make the most of their money so that they can achieve their future goals.

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Article history
Published: 26th May 2023