Scottish Equitable is distributing news sales aids, in a bid to help advisers talk to clients about ...
Scottish Equitable is distributing news sales aids, in a bid to help advisers talk to clients about mitigating their Inheritance Tax (IHT) liability. The insurer is providing interactive IHT calculators to help advisers work out the potential IHT bill of clients, along with a flow chart to help illustrate to clients the best solutions for their circumstances.
A brochure designed for advisers to use face-to-face with clients and a series of fact sheets looking at the IHT implications of life cover, pensions and business and agricultural property relief are also available.
With IHT currently charged at 40% on estates in excess of £255,000, the amount of payments collected by the Inland Revenue have doubled over the last 10 years as house prices continue to rise.
Margaret Jago, technical manager at Scottish Equitable, said IHT planning represented a huge potential market for advisers. "Rising property values means more people than ever before are affected. Worryingly, many may not even be aware they are affected. The good news is that Inheritance Tax can be avoided if people take appropriate measures. The aim of our campaign is to give IFAs the confidence to address this important issue with their clients and open the door to this valuable market."
&149;For copies of the sales aids, contact your Scottish Equitable branch or visit www.scottishequitable.co.uk
