Crowe Cast IHT and succession planning for property

27/06/2024
grandfather looking at his granddaughter

In this episode of Crowe Casts, Nick Latimer, Partner, Private Clients, is joined by Polly Dowdell, Senior Manager, Private Clients, to discuss the steps that can be taken to plan for the tax and mitigate potential liabilities.

With property values over the past decade increasing, the Inheritance Tax (IHT) tax-free allowance (Nil Rate Band) being frozen, and Capital Gains Tax exemptions decreasing, those with property portfolios are more exposed to significant liabilities. 

This Crowe Cast accompanies our latest insight on the issue.

 

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Crowe Cast series

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Title Date Services Industries
12/07/2024
Corporate Finance
08/07/2024
Consulting
Technology and Media
27/06/2024
Tax for Private Clients
Private Wealth
26/04/2024
Tax for Private Clients
Real Estate
03/10/2023
Consulting
09/08/2023
Workforce Advisory
Large or Listed Companies
07/06/2022
Professional Practices

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Nick Latimer
Nick Latimer
Partner, Private Clients
Cheltenham