Inheritance Tax Planning

Inheritance Tax (IHT) is a major concern for many people; especially given the substantial rises in UK property values in recent times which has led to more estates falling within the IHT threshold.  Without proper inheritance tax advice and planning, people can end up leaving a substantial tax liability on their death, considerably reducing the value of the estate they pass on to chosen beneficiaries.

If you want to avoid leaving a large inheritance tax bill for your loved ones, then speak to me, John Tamblin on 01539 741191

NB. Inheritance tax planning and trust advice is not regulated by the FCA.

There are various ways of reducing Inheritance Tax from making regular gifts out of surplus income through to sizeable gifts into a trust.  However each of the options available must be considered carefully and matched to your individual needs and circumstances.

We provide inheritance tax planning and advice to our clients to reduce or even remove the impact of Inheritance Tax.  Using our expert knowledge in the area of estate planning we are able to provide tailored solutions to assist with the transfer of wealth from generation to generation for our clients.

Once established, we will continue to review your tax planning arrangements on a regular basis with you to ensure that they remain up to date with changes in taxation legislation or indeed any changes in your own circumstances.

For a no-obligation chat about your particular circumstances phone 01539 741191.