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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Nick Latimer
Nick Latimer
Partner, Private Clients
Cheltenham