Looking to reduce Inheritance Tax (IHT) liability and protect your estate? This expert guide covers tax-free allowances, gifting strategies, trusts, and other legal ways to minimise IHT. Learn how to pass on more of your wealth to loved ones while staying compliant with UK tax laws. Start planning today to secure your family’s financial future!

Maximise your inheritance tax savings with the Residence Nil Rate Band (RNRB) transfer. If your spouse or civil partner passed away without using their full RNRB allowance, you can claim the unused portion using HMRC Form IHT436—potentially doubling your tax-free estate allowance up to £1 million. This step-by-step guide explains who qualifies, how to complete the form, and key deadlines to avoid costly mistakes. Don’t miss out on this valuable tax relief—learn how to secure your family’s financial future today

At R3 Wealth, we offer personalised, independent financial advice, ensuring your portfolio aligns with your evolving financial goals. Our commitment to transparency, especially regarding fees, sets us apart in a dynamic financial landscape. Let us guide you through a comprehensive portfolio review to optimise your investments for the future.