In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...
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In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...
Inheritance tax and trusts: What does the government's consultation mean for you?
Private Wealth Podcast
20 minutes
7 months ago
Inheritance tax and trusts: What does the government's consultation mean for you?
The inheritance tax landscape for family businesses and agricultural landowners is undergoing its most significant transformation in decades. Following the Autumn Budget 2024 announcements regarding changes to Agricultural Property Relief (APR) and Business Property Relief (BPR), the government has released a consultation document addressing the application of these changes to property settled into trusts. In our latest podcast episode, Leonora Stevens and Mike Hodges discuss: The key c...
Private Wealth Podcast
In our latest episode, we explore the increasingly relevant topic of passing on property – whether it’s your main home, a share of it, or a second property – and the tax implications that come with it. Our hosts Leonora Stevens and Mike Hodges discuss: - Why more families are considering property gifts - How rising house prices affect IHT exposure - Key thresholds like the nil-rate and residence nil-rate bands - The challenge of funding IHT when wealth is tied up in bricks and mortar 🎧 Lis...