Inheritance Tax
The rise in propery values has pushed many peoples's estate value over the Inheritance Tax threshold of £285,000 (2006-2007 tax year).

What is an 'estate'?
A person's estate includes the total of

	everything owned in his or her name
	the share of anything owned jointly
	gifts from which he or she keeps back some benefit, an example would be a house still lived in and maintained, although given to someone else
	assets held in trust from which he or she gets some benefit, e.g. an income

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.

Remember Inheritance tax is 40%

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.

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Inheritance tax

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