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 to mitigate this liability in the most suitable way for your circumstances.

We can also help connect you to a will writing expert who can extend their services to Power of Attorney applications.

Feel free to contact us for further details.

The Financial Conduct Authority does not regulate tax planning.

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