Estate planning & inheritance tax

Minimise your inheritance tax bill

Estate planning is an essential part of your overall financial plan. It helps you to preserve as much of your wealth as possible and ensure the biggest beneficiaries of your estate are your loved ones.

Inheritance tax (IHT) is one particular area of estate planning that often requires additional consideration. Our expert advisers will help you to minimise the impact this can have on your estate. In certain circumstances, this reorganisation can also have the beneficial effect of reducing your overall income tax bill. There is no single solution for minimising your IHT liability. For some it makes good financial sense to pass on assets whilst you are still alive. For others, a dedicated insurance policy may be more suitable. We will tailor a solution that suits your assets and aspirations. We will also help to ensure your will is properly structured.

Inheritance tax

Some people regard inheritance tax as unfair and can be particularly hard to accept due to the nature in which it comes in to play. However, inheritance tax is often referred to as a voluntary tax because there are a number of strategies that can be employed to mitigate inheritance tax liability. These range from accepted schemes to more contentious strategies, generally depending on the amount of tax you might be able to save.

Find out more…  Call 0345 345 5111 or email us today

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