INHERITANCE TAX PLANNING
“IN THIS WORLD NOTHING CAN BE SAID TO BE CERTAIN EXCEPT DEATH AND TAXES”
BENJAMIN FRANKLIN
INHERITANCE TAX PLANNING
“IN THIS WORLD NOTHING CAN BE SAID TO BE CERTAIN EXCEPT DEATH AND TAXES”
BENJAMIN FRANKLIN
Everything taken care of
In our experience, a major concern for many older people is ensuring their estate is properly structured. This usually means:
• Creating or updating a will to ensure assets are passed on to the beneficiaries you choose.
• Understanding Inheritance Tax. With house prices now far higher than a generation ago, you may find your estate could be liable to tax. With careful planning, you can significantly reduce or even eliminate the Inheritance Tax payable on your estate.
• Considering the use of a ‘Power of Attorney’ to ensure your financial affairs can be managed by those you trust, if you no longer have the mental capacity yourself.
• Finally, when a relative or loved one dies, we help our clients with probate, ensuring all necessary financial documents are efficiently administered. At this difficult time, it is important to have everything taken care of in a professional, timely manner by a company you can trust.
A Comprehensive Service
- Utilising Tax Exemptions
- Will Writing
- Taper Relief
- Gifting
- Trusts
- Life Cover
- Guaranteed Whole of Life Policies
- ISA AIM Portfolio
- Estate Planning