The top 5 adviser IHT queries: Canada Life International

clock • 9 min read

Inheritance tax (IHT) is clearly one of the most pressing concerns among advisers. Here, Francesca Gandolfi and Kim Jarvis of Canada Life International list the most common queries from advisers, including crucial information on exemptions, periodic charges, and the 14-year shadow 1. Transferable nil rate bands. If, on first death, everything is left to the surviving spouse/civil partner, does the survivor now have a lifetime gift threshold of £650,000? Unfortunately the answer is no, ...

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Author spotlight

Gary Robinson

Commercial Director, Head of Video at International Investment.