Technical factsheet: inheritance tax planning

Don't just concentrate on the needs of your older clients

Unlike income tax, inheritance tax is something that clients will prefer not to think about until a fairly momentous stage in their life – marriage perhaps, birth of a child maybe, but increasingly as they get older. However, concentrating on older clients is a mistake: consider which of your clients is most vulnerable and who would be impacted most by an unwelcome liability.

This factsheet accompanies a free webinar from ACCA UK that is available on demand.