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Inheritance tax planning is not just for the wealthy

The increase in property values in recent years means that many people will leave estates liable to inheritance tax. Nobody wants to pay more tax than they need to and it's only natural to want choice over what happens to your estate when you die.

There are various ways to reduce the amount of inheritance tax your estate will be liable for, such as gifts and family trusts. The more you plan ahead, the more flexibility you have in choosing options that reflect your wishes.

More than just minimising your tax liability

Inheritance tax is a complex area and expert advice is essential when it comes to Family Trusts, Marital Trusts, legacies and other options for your estate. It's often not just a matter of minimising tax liabilities but ensuring your wishes are secure even in an uncertain future.

Over the years we have helped hundreds of clients with inheritance tax planning queries such as:

  • The best way to help fund education costs.
  • Preserving family wealth for future generations.
  • Protecting trust assets against future claims e.g. in case of divorce.

Read the story below to see how we helped one client in particular.

It's never too early to start thinking about inheritance tax planning - call us on 01539 725855 now and find out how we can help you.

Notices and promotions

  • What is the Inheritance Tax threshold?

    Currently, you can leave an estate worth up to £325,000 without having to pay any Inheritance Tax. This £325,000 is called the 'Nil Rate Band'.

    After the first £325,000, the remainder of your estate will be charged 40% Inheritance Tax.

  • Please Note

    The Financial Conduct Authority does not regulate tax advice or trust advice.

  • Call us on 01539 725855
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