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.
As part of our estate planning service we will;
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.
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