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
09/10/2026
Tax Disputes and Investigations
08/10/2026
Tax
Corporate Tax
08/10/2026
Real Estate
07/10/2026
VAT, Customs and International Trade
06/10/2026
VAT, Customs and International Trade
02/10/2026
VAT, Customs and International Trade
Manufacturing
Retail
02/10/2026
VAT, Customs and International Trade
Retail
Manufacturing

Contact us

Nick Latimer
Nick Latimer
Partner, Private Clients
Cheltenham