Inheritance tax
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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Once the penalty feared only by the rich, now ordinary families find themselves sitting on an inheritance tax timebomb. However there are ways to beat this tax burden.