Inheritance Tax Mitigation

High property values, which in many cases have grown well beyond the personal Inheritance Tax (IHT) nil rate band, have left many investors with a major dilemma about how best to leave their well-earned wealth to their children and grandchildren without HM Revenue & Customs taking the lion's share. There are many strategies available, most of which allow the continued management of the investments in question as well as giving access to income and/or the pre-planned return of capital. The WAY Inheritor Plans can be used as a simple and effective solution for Inheritance Tax mitigation and the WAY Global Cautious Portfolio Fund is an ideal investment link for such plans.

Contemporary IHT Planning.
Many individuals spend a lifetime accumulating substantial investment assets. Most do this for two very good reasons: to ensure they will have an adequate income in retirement, and to guarantee their own and their family's financial security.

Having built up the value of their investments, the question arises as to:
1. How can one most effectively convert a growth portfolio into an efficient source of rising income? and
2. Is there a means of ensuring any residual value finally finds its way to beneficiaries rather than the tax man?

WAY offers a substantial array of nine plans which include direct investment in portfolio-style funds and investment via offshore insurance 'wrappers'.

They broadly fit into three types of plan:
1. Immediately exempt gifts;
2. Chargeable Gifts (below the Nil Rate Band) exempt after seven years; and
3. Potentially Exempt Transfers becoming totally exempt after seven years.

 Click here to learn more about: the WAY strategies for mitigating Inheritance Tax ...