Rathbones reports surge in IHT queries and shares ‘lesser known’ strategies to reduce liability

Simon Bashorun, Head of Advice at Rathbones Private Office, explores some of the lesser-known ways to reduce IHT liability.  

Financial planners at Rathbones, one of the UK’s leading wealth managers, have reported a surge in client queries about estate planning amid concerns of possible changes to the inheritance tax (IHT) regime in the forthcoming Budget - leading many to consider lesser-known strategies.  

An increasing number of Rathbones clients were already reassessing how to manage the transfer