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Articles Tagged as: IHT planning

Are Trusts Still the Best Tool for Inheritance Tax Planning?

Posted by

AES Adviser

August 4, 2025

Trusts are often seen as the gold standard for inheritance tax planning—but are they really the most effective or efficient tool? In this article, we unpack the hidden costs, common pitfalls, and smarter alternatives for high-net-worth families. Trusts for IHT: Effective Planning or Expensive Myth? When it comes to Inheritance Tax (IHT)...

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Family Investment Companies

Family Investment Companies: A Smart Strategy for Wealth & IHT Planning

Posted by

AES Adviser

July 9, 2025

Article by Russell Hammond FPFS FCSI - Chartered Financial Planner & Chartered Investment Adviser Fellow of the Chartered Insurance Institute & Chartered Institute of Securities & Investment If you're considering a Family Investment Company to optimise Inheritance Tax planning or enhance your multi-generational wealth transfer strategy, please get in touch for...

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AES International Reviews, IHT mitigation, IHT planning for Expats

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats

Posted by

AES Adviser

March 23, 2023

Inheritance Tax Planning & Inheritance Tax Mitigation for Expats / Non UK Residents As Benjamin Franklin said, death and taxes are life’s only two certainties. Unfortunately, with inheritance tax, it’s possible for the two to occur simultaneously. To understand more about what you can do, today, to reduce the inheritance tax...

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The information in this material is intended for the recipient’s background information and use only. It is provided in good faith and without any warranty or, representation as to accuracy or completeness. Information and opinions presented in this material have been obtained or derived from sources believed by AES to be reliable and AES has reasonable grounds to believe that all factual information herein is true as at the date of issue. It does not constitute investment advice, recommendation, or an offer of any services or products for sale and is not intended to provide a sufficient basis on which to make an investment decision. It is the responsibility of any persons wishing to make a purchase to inform themselves of and observe all applicable laws and regulations. Unauthorised reproduction or transmitting of this material is strictly prohibited. AES accepts no responsibility for loss arising from the use of the information contained herein.

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