Inheritance Tax Planning

Inheritance Tax is a tax payable upon receipt of assets which exceed the threshold imposed by the government. This currently stands at £325,000.00. So tax would be paid on any amount received over this figure. In some cases this can significantly reduce the amount you wish to leave to your loved ones.

There are a number of steps we can take in advance to minimise this liability for any potential beneficiaries of a deceased estate.

In order to offer a suitable proposal we would need to assess the potential estate value. This would include identifying all assets such as property, investments, life insurance policies, pensions, savings and any other assets of significant value. If you think that your estate might be affected by the potential effects of Inheritance Tax then we definitely need to speak with you. Why not give us a call today and take the first step towards maximising your estate value for the benefit of your family.

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