01: Introduction

Inheritance tax (IHT) can affect not only wealthy individuals but also UK homeowners with modest savings. It is, however, still possible to ensure that your estate passes to your family with minimal IHT liabilities.
The Financial Conduct Authority does not regulate will writing and some forms of IHT planning.
Levels and bases of, and reliefs from, taxation are subject to change.
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The FCA does not regulate taxation and trust advice. Tax rules are subject to change.