Inheritance Tax Planning

Inheritance Tax (IHT) is said to be the only voluntary tax in the UK tax system and with our expertise in inheritance tax mitigation it is possible to reduce or remove liability.

The key is to plan in advance.

Our experience

Our Independent Financial Advisers will put together a bespoke plan for every client which best meets the overall objective of minimising or potentially removing the possible impact of inheritance tax on an individuals estate. This can be achieved through a variety of means and may include a combination of investment holdings, amendments to your Will and/ or creation of a Trust, packaged inheritance tax schemes, lifetime gifts and where suitable life assurance.

Regular reviews of a clients position will be undertaken to take into account changes in legislation and taxation together with new schemes/ products brought to the market.

Please get in touch

E-mail: ku.oc1511112543.sfsn1511112543ehpet1511112543streb1511112543lig@s1511112543f1511112543 or contact one of our team.