Effective inheritance tax planning advice involves a mix of short-term actions and long-term strategies. Immediate steps may include maximising gift allowances, while longer-term plans might focus on setting up trusts or investing in tax-advantaged assets. Tailored advice takes into account the size of the estate, family dynamics, and the future needs of beneficiaries. By developing a comprehensive plan, you can minimise tax liabilities and ensure that your wealth is preserved for future generations.

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