How to identify clients who could benefit from an estate or inheritance advance – part 5 of 5
Part 5: Looking beyond inheritance tax
Estate Liquidity
How to identify clients who could benefit from an estate or inheritance advance – part 4 of 5
Part 4: Setting realistic expectations about probate
How to identify clients who could benefit from an estate or inheritance advance – part 3 of 5
Part 3: Recognising when timing becomes the issue
How to identify clients who could benefit from an estate or inheritance advance – part 2 of 5
Part 2: Start by understanding your client’s role
How to identify clients who could benefit from an estate or inheritance advance – 5 part series
Advisers rarely miss referral opportunities because they struggle to understand estate or inheritance advances once they’re explained. Awareness is the key to unlocking genuinely improved client outcomes.
What brokers need to know before recommending an Inheritance Loan
Before recommending an Inheritance Loan, brokers need to know the net estate value, what the loan covers and which lender products to use.
Can you pay your Inheritance Tax partially?
You can pay your Inheritance Tax (IHT) bill partially or in instalments depending on what the estate contains.
How inheritance tax changes are creating new estate liquidity challenges
Inheritance tax reforms are expanding the number of estates exposed to IHT and creating new liquidity challenges during probate. See how advisers can identify timing gaps and support clients without disrupting long-term plans.
How being married can save you paying Inheritance Tax
Being married (or in a civil partnership) can save you paying Inheritance Tax as you can pass assets tax-free and combine tax-free allowances.
Do you pay Inheritance Tax on shares?
You will pay Inheritance Tax on shares as part of the wider Inheritance Tax bill that is charged to the whole estate.
