Frequently asked questions about Inheritance Tax (IHT)
In light of the Autumn Budget, our updated IHT guide will help you understand the complex world of Inheritance Tax and avoid the common pitfalls.
Michael joined Price Bailey as a Private Client Tax Manager in July 2017, having gained over 15 years of experience in the field of personal tax. Michael is a member of the Chartered Institute of Taxation and the Association of Taxation Technicians.
Michael is a personal tax specialist and has experience in acting for a broad range of individuals including business owners, entrepreneurs, landlords, and those in retirement. Providing tax planning advice and compliance services, Michael covers all areas of income tax, capital gains tax and inheritance tax.
Outside of work Michael is an avid traveller with a long list of countries to visit, and a huge football fan.
In light of the Autumn Budget, our updated IHT guide will help you understand the complex world of Inheritance Tax and avoid the common pitfalls.
Michael Morter, a Director in Price Bailey's Tax team discusses the most recent changes to Agricultural Property Relief (APR) and Business Property Relief (BPR).
Meet the Harrisons: John and Susan, a married couple in their late 60s, living in a £750,000 home in Cambridge. With adult children that have flown the nest, modest pensions, and some savings, they never considered themselves to be particularly ‘financially wealthy’. However, like many, they are unaware that their estate could be subject to Inheritance Tax (IHT).
Discretionary trusts offer flexible support for beneficiaries. Learn about their benefits, tax implications, and why expert advice is essential.
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