PODIUM FINANCIAL
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Estate Planning

Estate Planning & Inheritance Tax Mitigation

Inheritance Tax was once targeted at the wealthy, but increasingly people are finding that their family will have a hefty tax bill to pay after they’re gone. With careful planning, however, potential Inheritance Tax liabilities can be considerably reduced or indeed, mitigated completely.

When planning your estate, to help you pass more to your loved ones, we'll work with you to make sure that we fully understand your wishes, so that your money ends up with the people you want in the most tax efficient manner.

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As part of our estate planning service we will;

  • Explain how your gifting allowances can not only help to reduce inheritance tax, but can also be used to help and support your family
  • ​Conduct long-term cash-flow planning, to help you to understand the impact and affordability of various gifting strategies
  • Consider the appropriateness of arranging life cover to protect your estate​​
  • Develop an investment strategy to help maximise tax efficiency and restructure your assets as appropriate, in order to protect your estate from inheritance tax
  • Consider protecting your pension, which is usually free from inheritance tax, and using other assets to provide a retirement income
Please note that the Financial Conduct Authority does not regulate Estate & Inheritance Tax planning
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Regulatory Statement

Podium Financial Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Podium Financial Limited is entered on the Financial Service register (www.fca.org.uk/register) under reference number 912928.
Registered Address: Rangers, Weycombe Road, Haslemere, Surrey GU27 1EL. Registered in England & Wales No. 12144064.
The information contained within this website is subject to the UK regulatory regime and therefore restricted to consumers based in the UK.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services business aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.
  • Home
  • About
  • Our Advice Process
    • Privacy Policy
  • Our Services
    • Estate Planning
    • Investment Planning
    • Retirement Planning
    • Protection
  • Client Reviews
  • Contact
  • News Articles