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If you do not have time to browse the various sections of the site please feel free to download the brochures and documents set out below.

To download the files simply click on the accompanying PDF or Word icons.

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Inheritance Tax Exemptions
IHT Exemptions Brochure - Word Format IHT Exemptions Brochure PDF Format

HM Customs & Revenue Guidance on Transferable Nil Rate Bands
Explanation of how to make use of the transferable nil rate band and the documents required to do so.
Transferable Nil Rate Band Guidance Notes PDF Format

Living Will Guidance Notes
Living Will Guidance Notes - Word Format Living Will Guidance Notes PDF Format

1 Minute Guide to Inheritance Tax - in association with TaxationWeb
PDF

Motley Fool's Life Insurance Handbook
PDF

PET Memorandum
It is advisable when making transfers/gifts that full written details are set down, stating the date the gift was made, the amount or nature of the gift, to whom it was made and signed and retained with the Will (if there is one).
PET memorandum Word Format PET memorandum PDF Format

Severing Joint Tenancy Guide
Severing Joint Tenancy - Word Format Severing Joint Tenancy - PDF Format

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