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.
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.
is nothing certain in this world except death and taxes - unfortunately
they don't happen in that order"
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
Check your INHERITANCE
TAX LIABILITY out with our IHT
loss of income or control of capital?
For further information on IHT Planning solutions, CLICK
HERE to contact us.