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.
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.
Sign up for our
Stay up to date with important issues that affect your finances
Esssential reading if you are considering accessing the funds in your pension
The 5 myths of
We dispel some of the common myths surrounding Auto Enrolment