Strategies for lifetime inheritance tax planning

Jun 8, 2020

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Two of our wealth planning experts, Jeremy Franks and Patrick Power, explore the most effective strategies for lifetime inheritance tax planning. From gifting to asset-freezing, using insurance, and taking advantage of exemptions and reliefs – particularly around business and agricultural property. What are the inheritance tax-efficient ways of getting assets out of your estate? What are the implications – and the risks? And how is the current crisis impacting these strategies?

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Please note that HSBC does not provide tax or legal advice and clients should seek professional advice from their tax advisor. Any reference to tax is based on our knowledge of the current and proposed tax regime and is subject to change.

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