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ScotEq branching out with IHT tree

Scottish Equitable and Scottish Equitable International are offering a set of aids for adv- isers to help them determine inheritance tax liability.

The information packs will contain a series of stages that advisers can use to establish their clients’ needs and dev- elop a trust solution for the client’s circumstances.

Stage one will highlight if a client is in excess of the nil-rate band of 275,000 for 2005/06 while the second stage features questions which help to identify the client’s needs. A decision tree is used to select either an onshore or offshore bond and the most suitable type of investment product.

SEI head of marketing Steven Whalley says: “The inheritance tax threshold has not risen in line with property prices, meaning that many people now face an IHT liability. Recent research shows that while average house prices rose by 142 per cent between 1997/98 and 2005/06, the IHT threshold increased by just 28 per cent”.

“These figures prove just how important IHT planning has become in recent times and we believe the trust packs will go a long way in helping advisers understand the importance of identifying whether their clients have an IHT liability.”


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