Lifetime Estate Planning, Following These Huge Tax Changes

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What all this means for how clients use assets in lifetimes, and how to plan long term for mitigation of IHT and other taxes.

• A frozen NRB for IHT for more than 5 years, until 2030, means all clients are affected even if no business, farm or pension
• Alongside higher CGT rates, stealth taxation of Income tax and CGT continues for 3 ½ years
• So how we can help clients squeezed for more tax, with all the frozen or cut allowances, exemptions etc?
• Lifetime gifts become even more significant, so how to do most effectively?
• What needs re-thinking in the use of assets now pensions are not going to be free of IHT?

 John Bunker, Solicitor, Chartered Tax Adviser and Lecturer