Assisting you with inheritance tax planning… would you like to maximise the value of the estate you pass on to your beneficiaries, by minimising your inheritance tax bill?
More and more people have come under the inheritance tax (IHT) net in recent years.
There are a number of strategies that can help to reduce the final IHT bill, including lifetime gifts, transfer of assets, trusts, assigning life assurance policies, etc.
But these need to be applied within a broader financial plan that takes into account the present and future needs of you, your spouse, your family, and any other beneficiaries.
Our advisers can help you to develop and implement such a plan.
Please Contact Us if you would like to discuss further how we may be able to help you.