Inheritance Tax Planning
Protect your wealth
- Inheritance Tax is the tax paid on your estate
- It is a 40% tax on everything above the current allowance of £312,000 (08/09 tax year)
- Your estate is everything you own
- You can minimise your family’s bill with the right financial planning
Inheritance Tax can be a real financial headache for your family when they least need it. However, careful planning can help ensure that your estate goes to those who you want to benefit and not the tax man. Our Financial Planners can help you work out what makes up your estate and how to manage it to minimise your beneficiaries’ tax bill.
Arrange an appointment with a Financial Planner
- Telephone 0870 6000 151*
- Email us
Inheritance Tax and your estate
- Inheritance Tax is the tax paid on your estate, which is everything you own, less what you owe, at the time you die
- What makes up an estate isn’t as simple as it seems
- An estate can include your home, its contents, your car, your bank and building society accounts, your investments and your share of any assets owned jointly
- Your estate also includes certain gifts made during your lifetime
- Sometimes Inheritance Tax is also payable on assets you may have given away during your lifetime including property, possessions, money and investments
- Our Financial Planners will guide you through this complicated issue and give advice on the options available to you.
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