Inheritance Tax Planning
The Pier, Porthcawl
Inheritance Tax Planning
The Pier, Porthcawl

Inheritance Tax Planning

Inheritance Tax (IHT) of 40% is payable on any assets passed on death over the Inheritance Tax Thresholds where the assets are passed to anyone except a spouse. We will consider your personal views and objectives in order to produce an inheritance tax plan to keep your wealth in the family.

We will do our best to utilise any allowances you may have such as the Nil Rate Band and Residence Nil Rate Band and help calculate your potential IHT liability, we can then help you mitigate this liability through the use of Wills and Trusts if relevant to your situation.

The Financial Conduct Authority does not regulate Estate Planning or Wills.