Inheritance Tax (IHT) is being paid by an increasing number of people due to the rapid increase in house values over the last decade. If the total value of your estate is in excess of £312,000 including property and other assets, you could fall into the IHT trap, with tax of 40% payable on the excess. However, all is not lost because we could help you find ways of reducing the amount of IHT you have to pay or advise you on how to best protect your assets in order to benefit your family.
Our Specialist on Trusts and tax planning is a member of the Society for Trust and Estate Protection (STEP)
The Financial Services Authority does not regulate Taxation and Trust advice.
*Levels, bases of reliefs from taxation may be subject to change
Member of the Association of Member-Directed Pension Schemes
Authorised and regulated by the Financial Services Authority
(SIB No: 133515)