Using market falls to mitigate IHT

BKL tax consultant and inheritance tax specialist Terry Jordan has contributed to Investors Chronicle’s article on how coronavirus has ‘left many people scrambling to make sure their financial affairs are in order, including their inheritance tax (IHT) liability’.

Terry Jordan, senior adviser at tax specialists BKL, says that some of his clients have assets worth under £2m, but when combined with the value of their property are worth over £2m. So by leaving a portion of the value of their house to children when the first of the couple dies, they can lock in the full value of the residence nil-rate band.

The full article is available here on the Investors Chronicle website.

Find out more here about how our tax experts help clients with estates and IHT planning, or get in touch using our enquiry form.



Sam Inkersole

In 2022, Sam won the Taxation’s Rising Star award at the Taxation Awards in and was named in the Accountancy Age 35 Under 35.

Jon Wedge

While Jon’s client work focuses on the financial services sector, he also oversees the firm’s assurance service, as well as supporting the trainees following in his footsteps.


Elana joined us in 2017 as an ACA trainee, after graduating from Durham University where she had studied languages. She is now a manager in our assurance team.


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