[Video] Don't Fall In To The 14 Year Inheritance Tax Trap

You may be aware of the '7 year rule' for gifting with regards to inheritance tax (see our guide for full details if not). It is news to some, however that you may need to look even further back - 14 years to be exact - to ensure you are not liable to pay inheritance tax. Find out more in the video and as always, if you have any questions please don't hesitate to get in touch for a complimentary review of your financial circumstances.

Call 0117 3636 212 or email office@haroldstephens.co.uk.

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