Great work by Barry Spokes, our tax manager
A client asked us to review the Inheritance Tax aspects of a case where she was helping a friend to deal with the probate of her sister’s Will. The case was a little more complicated than she had thought and there was a sizeable sum of Inheritance Tax to pay…
Barry quickly identified that there was a claim to be made for the unused IHT allowance from her late spouse resulting in a saving of £42,000 to the Estate.
Some good news to take away on holiday!