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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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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.
1 Minute Guide to Inheritance Tax - in association with TaxationWeb
Motley Fool's Life Insurance Handbook
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).
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