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Why pay more tax than you need to? Make sure the right people benefit from your hard earned money…

Who pays inheritance tax?

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. It's natural to want choice over what happens to your estate when you die, and nobody wants to pay more tax than they need to.

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 tax planning

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

Over the years we have helped clients who had queries such as:

  • The best way to help grandchildren fund education costs.
  • Preserving family wealth for future generations.
  • Protecting trust assets against future claims e.g. in case of divorce.
  • How best to keep assets out of local authority hands if care fees become an issue.

We have literally hundreds of clients that we have helped with Inheritance tax planning. You can read how we helped one of them in the client story below... then call 01539 725855 to find out how we can help you.

It's never too early to start thinking about inheritance tax planning!

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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Financial Management Bureau Ltd is a limited company registered in England and Wales. Registered office: Shenstone House, Helsington, Kendal, Cumbria LA8 8AA. Registered number: 02089786