
Inheritance tax
Planning
Ensuring that your money
goes to the people it was meant for.
Why should I plan for Inheritance Tax ?
This tax at 40% is
fast becoming onerous on most UK families, even those with modest wealth. The
rise in property values has pushed many people's estate
value over the Inheritance Tax threshold of £312,000 (2008-2009 tax
year).This is, potentially,
bad news for the 1.4 million UK homeowners who now fall within the clutches
of this tax.
Without proper tax planning, many people can end up leaving a
huge tax liability
on their death, considerably reducing the value of the estate passing to chosen
beneficiaries.
So without inheritance
tax planning your family could be faced with a large tax liability when you
die. To ensure your family benifit and not the government it pays to plan
ahead.
How We Can Help.
Contrary
to what some might think, Inheritance tax is one of the most avoidable of
taxes. An expert Financial
Adviser will be able to ensure that most clients completely escape the tax.
We have considerable experience
in the design and implementation of Inheritance tax mitigation schemes for
our clients.
If you want all the benefits
of a qualified independent financial adviser working for you, then please
fill in the no obligation enquiry form
below.
Inheritance
Tax Planning Enquiry
We ensure clients understand the advice given and the recommendations
made, and that they are kept informed at every stage.
We
believe the best advice is independent advice
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