More information about ...

Estate Planning

Do you know how much inheritance tax would be payable on your estate if you died? Or how you can minimise this? It doesn’t necessarily need to involve complicated trust planning (although in some cases it can do!)  but there are often cost effective ways of legally minimising the tax that would be payable.

We first of all help you to understand the extent of the liability – then work with you to reduce it.

Click to read 5 tips to reduce your IHT burden

To review or discuss your estate planning needs, please call us on 01789 263257.

 

Did you know?

Last year in the UK around £500m was paid in Inheritance Tax, yet much of this could have been avoided by some careful planning and thinking ahead.

Click to view some possible options for IHT planning

Sign up for our

newsletter

Stay up to date with important issues that affect your finances

Pension freedom

download

Esssential reading if you are considering accessing the funds in your pension

Auto Enrolment for

employers

What is auto enrolment and what are employers required to do?