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  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 in the most suitable way for your circumstances.

If you are looking for a cost effective Will pleas click below to find out more about our Will writing partner.

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