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WAY Group reports 20 per cent rise in IHT enquiries

Inheritance tax related enquiries rose by 20 per cent in the three months to the end of November, according to fund manager and high net worth financial planner The WAY Group.

Technical manager Mark Benson says the substantial rise in enquiry levels from high end independent financial advisers in the past three months reflects an improving economic environment, buoyed by the prospect of City bonuses.

He says: “The key driver here is the significant rise in property prices seen in top end post codes in central London and also Home Counties and the Shires estates. Prices are now more or less back to early 2007 levels, with the prospect of further rises of around 5 per cent in 2010,” said Benson.

“The rise in enquiries for IHT planning solutions has also been underpinned by the sharp turnaround in share portfolio and pension fund values.

“There is no time like the present when it comes to long term tax planning, now is the time to transfer assets into IHT protected schemes, while prices remain relatively cheap.” 


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