Inheritance Tax Planning

We understand the importance of ensuring that as much of what you have worked hard for all your life and achieved financially, is passed on to those you would like to benefit after you die.

Inheritance tax (IHT) is the amount which your beneficiaries may have to pay if your estate (i.e., the sum of all your assets) is above a certain threshold.  Everything over this amount will be taxed, usually at the rate of 40%.  For large estates, this can result in a very substantial charge indeed.

We provide expertise in this field to produce an IHT plan aiming to ensure that your beneficiaries inherit as much of the wealth you wish to pass on to them as possible.  We work closely with you to produce the most appropriate recommendations to help mitigate IHT.  Through our reliable and trusted ongoing service, this area is continually reviewed for you. 

Pease contact us if you wish to discuss your inheritance tax planning. 

The Financial Conduct Authority does not regulate Estate and Tax planning.