Inheritance Tax Planning

Your assets, including your home, personal possessions and savings, may be subject to inheritance tax (IHT) over and above the prevailing nil rate bands. We can help by advising on and implementing a strategy to help reduce your potential IHT liability.

After assessing your assets & liabilities and speaking to you about your objectives we will provide advice on using the available annual exemptions and how to utilise investments to reduce the amount of inheritance tax your estate will have to pay, ensuring more of your estate can be passed on to your family and chosen beneficiaries.

Want to know more?

Call us for a friendly chat on 01566 772472 or email: