Inheritance Tax Planning
Truth. Simplicity. Transparency.
Wide scale home ownership and rising property values have meant that more and more ordinary people are being subjected to inheritance tax every year.
We see this tax as avoidable in many instances – it’s just that clients are not aware of the lawful actions you can take to do so.
For UK domiciled clients, Inheritance tax (IHT) is currently charged at 40%, and is payable on your estate once your net assets exceed £325,000. In 2017-18, 3.9% of UK deaths resulted in an Inheritance Tax (IHT) charge (gov.uk).
You need to understand the value of your estate.
Research by unbiased.co.uk showed that UK taxpayers wasted a massive £595 million in unnecessary IHT payments in 2016* (*pub. Jan 2017).
Providing your family with lasting benefits means taking action now!
Our Services & Expertise
- The writing of a suitable will which is regularly reviewed best advice
- The gifting of assets during lifetime
- Using trust wrappers
- The use of appropriate insurance policies
To find out more contact Ian Brown for advice. We can also help you with making a suitable will. It pays to understand the value of your estate and we would be happy to help you go through a checklist which will give you an indication of any likely IHT problems.
You need to plan ahead to ensure that your assets are passed on to your loved ones as efficiently as possible.
Estate planning is not regulated by the Financial Conduct Authority.
What makes us different?
Start your journey to a better financial future
You can talk to us in confidence about protecting your income and your family, residential and business mortgages, pensions, SIPPs, annuities, income drawdown, inheritance tax, wills and tax efficient investments. The first meeting is at our expense and without any obligation
You can contact us via telephone, email, or use the contact form below: