inheritance tax

Thinking today
about tomorrows income

Inheritance tax

Advice on how to leave your wealth to your heirs

Calculate your total assets and you may be surprised at your overall wealth. Even the estates of those of apparently modest means may be subject to inheritance tax. Planning ahead means you can minimise the tax burden on those you leave your assets to when you die, and taking inheritance tax advice will ensure more of your wealth goes to your heirs.

Inheritance tax planning pays

Generally, the sooner you start inheritance tax planning, the more you can reduce the tax liabilities. Our consultants advise on the various ways of passing on your assets without attracting tax and suggest options for covering tax liabilities. Gifts and reliefs on business assets may be a way to save tax. Insurances, such as life assurance to cover tax bills and annuities to reduce your wealth on death, may help. Setting up a trust and making a will could reduce inheritance tax. Advice from our consultants on the many options will help you decide.

Contact us today to arrange inheritance tax advice.