Discover the Most Common & Costly Inheritance Tax Mistakes
Next Step: Book your no-obligation Call with Alex
Discover the Most Common & Costly Inheritance Tax Mistakes
Next Step: Book your no-obligation Call with Alex
The Top 3 IHT Mistakes
Outdated Documents - Many wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
The Top 3 IHT Mistakes
Outdated Documents - Many wills, especially those written before 2017, are simply out of date and missing crucial tax-saving opportunities.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
Inefficient Structuring - Investments, property, and business portfolios are often not structured tax-efficiently, which can leave families facing huge, unavoidable tax bills.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Plan for Care Fees - Estate values can be gradually eaten away by significant care fee costs if they are not protected properly.
What's happens on the call?
Inheritance Tax Calculation
Potential ways to reduce your bill
How to help keep wealth in your family
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
First Choice Financial Management Ltd is registered in England and Wales, Number 03741616. Registered Office: Fawley House 2 Regatta Place, Marlow Road, Bourne End, Buckinghamshire, SL8 5TD.
SJP Approved 06/02/2026