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I TAX PLANNING I INVESTMENTS I PENSIONS I RETIREMENT I PROTECTION I MORTGAGES I SCHOOL FEES I


Independent Financial planning advice for:
Inheritance Tax and Estate Planning - Will the Chancellor be the main beneficiary under your will ?

The impact of Inheritance Tax can be severe on even relatively modest estates as all assets, including your home and investments, may be subject to what is often referred to what is often referred to as the "ultimate" tax. However, prudent forward planning can significantly reduce its impact.

A properly structured Will strategy, together with the effective use of the various exemptions from Inheritance Tax, can ensure that substantial transfers can be made to beneficiaries completely free of Inheritance Tax. We can provide specialist advice in all these areas, including the creation of suitable trusts to mitigate the tax and the provision of appropriate life assurance policies written under trust to fund the ultimate tax liability.  

"There is nothing certain in this world except death and taxes - unfortunately they don't happen in that order"

Benjamin Disraeli

In our view, there is no single solution, therefore estate planning requires a comprehensive approach to mitigate the tax whilst safe guarding your long term income. We can assist you to formulate an overall strategy to suit your individual requirements.

Check your INHERITANCE TAX LIABILITY out with our IHT CALCULATOR.

Concerned about loss of income or control of capital? For further information on IHT Planning solutions, CLICK HERE to contact us.