Inheritance Tax Planning

This is by and large an optional tax and is levied on estates above your Nil Rate Band, (the personal allowance on which no tax is paid).

With the correct planning and a little time, we can help you optimise your financial affairs to reduce your exposure to Inheritance Tax and in many cases mitigate it completely. Whether you make out right gifts, use trusts or insure the tax liability it is important to make the right decisions, as once done, some of these actions are irreversible.

Some of the more common questions we are asked are:

– Do I lose control of my asset?

– Can I still take an income from assets used?

– Will you work with my Solicitor?

Doing nothing can be costly with the treasury being a major beneficiary.

Contact us to find out more, we are here to help…

The Financial Services Authority does not regulate some forms of Tax Advice.