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Inheritance Tax Planning

More and more people are finding themselves with a potential Inheritance Tax liability.

Whether you are looking for simplicity and security for your loved ones or to ensure as much of your estate as possible passes to future generations we can provide the right advice for you.

With Inheritance Tax currently at a whopping 40% the right financial planning now could make a difference to how of much your hard earned nest egg is reduced by tax before being passed on.

The rules and regulations around Inheritance Tax can be complicated and confusing.  Many people are unaware of the potential for large tax bills.  A good starting point is understanding your own circumstances and whether or not you need to take action. 

We can provide a report giving you a clear understanding of your position, and any potential liability, for a fixed fee.  Contact us today to find out more about this service.

Inheritance Tax Myths:

  • Pension funds are always free of Inheritance Tax
  • I don't have a big enough estate for it to apply
  • I can use my common law partner's nil rate band
  • It's too late to do anything

Inheritance Tax planning is not regulated by the Financial Services Authority. 

Tax treatment is based on individual circumstances and may be subject to change in the future.

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