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.
Estate Liquidity
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.
What is the loophole for Inheritance Tax in the UK?
There are multiple loopholes for Inheritance Tax in the UK, including allowances, gifts and exemptions available from HMRC.
Inheritance Tax reform is reshaping estate planning
Provira explores how new Inheritance Tax reforms affect estate planning and what advisers need to know to adapt their approach.
Inheritance Tax reforms, probate delays and estate liquidity – what advisors need to know
In this webinar, experts explore how Inheritance Tax reforms, probate and liquidity are affecting clients, and what advisers should do.
Why Brokers and IFAs should add probate loans to their bridging portfolio
Probate delays, inheritance tax liabilities, or simple access issues can leave beneficiaries and executors financially constrained - despite significant assets in the estate.
What happens if the estate can’t afford to pay Inheritance Tax?
If the estate can’t afford to pay Inheritance Tax it will incur penalties and it won’t be able to obtain probate.
